· 2022–2024 · DOL EFAST2

ESTATE AND FINANCIAL SERVICES LLC — ESTATE FS SIGNATURE RETIREE HEALTH BENEFIT TRUST, Form 5500 (2022)

Original filing (PDF)20230803151046NAL0020609921001

ESTATE AND FINANCIAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

ESTATE FS SIGNATURE RETIREE HEALTH BENEFIT TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$563

Net assets (EOY)

$563

Plan health score (directional)

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESTATE AND FINANCIAL SERVICES LLC.

Plan sponsor

Name

ESTATE AND FINANCIAL SERVICES LLC

EIN

58-1407934all filings

Address

250 S TENNESSEE ST · CARTERSVILLE, GA · 301203642

Phone

(770) 386-2491

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

511

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-03

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4D · Dental

4E · Vision

4L · Death benefits (include travel accident but not life insurance)

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

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