Original filing (PDF)20250721093036NAL0000975409001

MORTON VARDEMAN & CARLSON, INC.

Name: MORTON VARDEMAN & CARLSON, INC. — MORTON VARDEMAN & CARLSON 401(K) P/S PLAN, Form 5500 (2024)
Creator: MORTON VARDEMAN & CARLSON, INC.

Form 5500-SF

FILING_RECEIVED

MORTON VARDEMAN & CARLSON 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$613K

Net assets (EOY)

$613K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTON VARDEMAN & CARLSON, INC..

Plan sponsor

Name

MORTON VARDEMAN & CARLSON, INC.

EIN

58-1418072all filings

Address

PO BOX 2494 · GAINESVILLE, GA · 30503

Phone

(770) 536-8921

Industry