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 WARNER BATES.
Plan sponsor
Name
WARNER BATES
EIN
58-1574829
Address
5500 INTERSTATE NORTH PARKWAY · SUITE 130 · ATLANTA, GA · 30328
Phone
(770) 951-2700
Industry
Law Offices· Professional & Technical Servicessee 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.
