Original filing (PDF)20251010113847NAL0012479520001

CALHOUN, DREGGORS & ASSOCIATES

Name: CALHOUN, DREGGORS & ASSOCIATES — 401K PLAN FOR EMPLOYEES OF CALHOUN, DREGGORS & ASSOCIATES, Form 5500 (2024)
Creator: CALHOUN, DREGGORS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

401K PLAN FOR EMPLOYEES OF CALHOUN, DREGGORS & ASSOCIATES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$964K

Net assets (EOY)

$964K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALHOUN, DREGGORS & ASSOCIATES.

Plan sponsor

Name

CALHOUN, DREGGORS & ASSOCIATES

EIN