Original filing (PDF)20250429094038NAL0000481712001

ASSET PRESERVATION ADVISORS

Name: ASSET PRESERVATION ADVISORS — ASSET PRESERVATION ADVISORS GCF BENEFIT PLAN, Form 5500 (2023)
Creator: ASSET PRESERVATION ADVISORS

Form 5500-SF

FILING_RECEIVED

ASSET PRESERVATION ADVISORS GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$58K

Net assets (EOY)

$19K

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 ASSET PRESERVATION ADVISORS.

Plan sponsor

Name

ASSET PRESERVATION ADVISORS

EIN

58-1883172

Address

3344 PEACHTREE RD NE · #2050 · ATLANTA, GA · 30326

Phone

(404) 261-1333

Industry

Electrical Contractors· Constructionsee 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

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

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 Electrical Contractors plans

T K LYDEN ELECTRIC & GENERATOR I

T K LYDEN ELECTRIC & GENERATOR 401(K) PROFIT SHARING PLAN & TRU

$58K · 13 participants

GSP NETWORKS, INC.

GSP NETWORKS 401(K) PLAN

$58K · 6 participants

VETERANS ELECTRICAL SOLUTIONS

VETERANS LIGHTING INC 401(K)

$58K · 11 participants

THE SPECIALTY WIRING CO., LLC

THE SPECIALTY WIRING CO., LLC 401(K) PLAN

$58K · 5 participants

MOSKOWITZ ELECTRIC INC

MOSKOWITZ ELECTRIC INC 401(K) PLAN

$58K · 3 participants