How big is AJK, LLC's plan?

AJK, LLC's plan reported $4.8M in assets and 22 participants for 2024.

Original filing (PDF)20250923143322NAL0015058818001

AJK, LLC

Name: AJK, LLC — Abbott, Jordan & KOON, LLC 401(k) Plan, Form 5500 (2024)
Creator: AJK, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Abbott, Jordan & KOON, LLC 401(k) Plan

401(k) retirement plan · AJK, LLC's Abbott, Jordan & KOON, LLC 401(k) Plan held $4.8M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

William C Middlebrooks signed AJK, LLC's 2024 Form 5500 as plan administrator.

William C Middlebrooks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AJK, LLC's EIN is 58-2211147.

EIN 58-2211147

Plan number 001

Plan year 2024

ACK ID 20250923143322NAL0015058818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AJK, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AJK, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AJK, LLC.

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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 (85th percentile).

Plan sponsor

Name

AJK, LLC

EIN

all filings

Address

P.O. BOX 609 · MANCHESTER, GA · 31816

Phone

(706) 846-8401

Industry

CPA Offices· Professional & Technical Services

Plan administrator