Original filing (PDF)20260220121338NAL0009247905001

THE JAMES POLK COMPANY, LLC

Name: THE JAMES POLK COMPANY, LLC — THE JAMES POLK COMPANY, LLC GFB BENEFIT PLAN, Form 5500 (2024)
Creator: THE JAMES POLK COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

THE JAMES POLK COMPANY, LLC GFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$742

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 THE JAMES POLK COMPANY, LLC.

Plan sponsor

Name

THE JAMES POLK COMPANY, LLC

EIN

58-1927387

Address

3350 RIVERWOOD PKWY · STE 2101 · ATLANTA, GA · 30339

Phone

(404) 949-3040

Industry

Professional & Technical Servicessee all

Plan administrator

Name

RACHEL MOSELY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-20

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 Professional & Technical Services plans

FRANCES ARONHALT, LLC

FRANCES ARONHALT 401(K) PLAN

$3K · 2 participants

MILA SAMSONOV CPA LLC

MILA SAMSONOV CPA LLC MCF BENEFIT PLAN

$3K · 3 participants

SUTHERLAND BUSINESS SERVICES I

SUTHERLAND BUSINESS SERVICES I 401(K) PROFIT SHARING PLAN & TRUST

$3K · 8 participants

DUNN CPA FIRM, LLP

DUNN CPA FIRM, LLP MCF BENEFIT PLAN

$3K · 11 participants

CIFW LLC

CIFW LLC MCF BENEFIT PLAN

$3K · 2 participants