Original filing (PDF)20240426094555NAL0006502081001

CONNALLY JORDAN & ASSOCIATES

Name: CONNALLY JORDAN & ASSOCIATES — CONNALLY JORDAN & ASSOCIATES GCF BENEFIT PLAN, Form 5500 (2023)
Creator: CONNALLY JORDAN & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

CONNALLY JORDAN & ASSOCIATES 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 CONNALLY JORDAN & ASSOCIATES.

Plan sponsor

Name

CONNALLY JORDAN & ASSOCIATES

EIN

58-1862468

Address

8483 CAMPBELLTON STREET · DOUGLASVILLE, GA · 30134

Phone

(770) 920-2890

Industry

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

2023

Plan year begin

2023-04-01

Tax period

2023-09-30

Filed

2024-04-26

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

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