Original filing (PDF)20250918165203NAL0003676226001

JARRARD & DAVIS, LLP

Name: JARRARD & DAVIS, LLP — JARRARD & DAVIS, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JARRARD & DAVIS, LLP

Form 5500-SF

FILING_RECEIVED

JARRARD & DAVIS, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan health score

Above-average plan

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.

Decision-maker contacts

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

Plan sponsor

Name

JARRARD & DAVIS, LLP

EIN

58-2607260

Address

222 WEBB STREET · CUMMING, GA · 30040

Phone

(678) 455-7150

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CARLTON LAW LTD 401(K) PLAN

$2K

SHAPERO AND ROLOFF CO LPA

SHAPERO AND ROLOFF CO LPA SOCA BENEFIT PLAN

$2K · 2 participants

HYTE LLC

HYTE LLC RETIREMENT PLAN

$2K · 2 participants

SEDGHI LAW LLC

SEDGHI LAW LLC GFB BENEFIT PLAN

$2K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.