Original filing (PDF)20251028130713NAL0006916529001

HAMBY & ALOISIO,INC

Name: HAMBY & ALOISIO,INC — HAMBY & ALOISIO,INC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: HAMBY & ALOISIO,INC

Form 5500-SF

FILING_RECEIVED

HAMBY & ALOISIO,INC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMBY & ALOISIO,INC.

Plan sponsor

Name

HAMBY & ALOISIO,INC

EIN

58-1246644

Address

53 PERIMETER CTR E · SUITE 400 · ATLANTA, GA · 30346

Phone

(770) 551-3270

Industry

Finance & Insurancesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MIS INSURANCE SERVICES LLC

MIS INSURANCE SERVICES LLC 401(K) PLAN

OHIO FUNERAL DIRECTORS ASSOCIATION

OHIO FUNERAL DIRECTORS ASSOCIATION 401K PLAN

THE CANADA LIFE ASSURANCE COMPANY

THE CANADA LIFE ASSURANCE COMPANY UNITED STATES CONSOLIDATED PENSION PLAN

NTS REALTY

NTS REALTY GCF BENEFIT PLAN

BARRINGTON WEALTH MANAGEMENT, LLC