Original filing (PDF)20241127081636NAL0011164864001

ATHENS COMMUNITY COUNCIL ON AGING

Name: ATHENS COMMUNITY COUNCIL ON AGING — ATHENS COMMUNITY COUNCIL ON AGING INC. PSP & TRUST, Form 5500 (2023)
Creator: ATHENS COMMUNITY COUNCIL ON AGING

Form 5500-SF

FILING_RECEIVED

ATHENS COMMUNITY COUNCIL ON AGING INC. PSP & TRUST

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATHENS COMMUNITY COUNCIL ON AGING.

Plan sponsor

Name

ATHENS COMMUNITY COUNCIL ON AGING

EIN