· 2022–2024 · DOL EFAST2

BILL SPALDING WEALTH MANAGEMENT — BILL SPALDING WEALTH MANAGEMENT GFB BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20250220070551NAL0008435296001

BILL SPALDING WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

BILL SPALDING WEALTH MANAGEMENT GFB BENEFIT PLAN

Health & welfare plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 BILL SPALDING WEALTH MANAGEMENT.

Plan sponsor

Name

BILL SPALDING WEALTH MANAGEMENT

EIN

58-2282108all filings

Address

3060 PEACHTREE RD NW #250 · ATLANTA, GA · 30305

Phone

(404) 255-3331

Industry

Finance & Insurancesee all

Plan administrator

Name

RACHEL MOSLEY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2025-02-20

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

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