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HEAD, MOSS, FULTON & GRIFFIN, P.A. — HEAD, MOSS, FULTON & GRIFFIN, P.A. RETIREMENT PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250904161355NAL0027641472001
HEAD, MOSS, FULTON & GRIFFIN, P.A.
Form 5500-SF
FILING_RECEIVED
HEAD, MOSS, FULTON & GRIFFIN, P.A. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HEAD, MOSS, FULTON & GRIFFIN, P.A.
.
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Plan sponsor
Name
HEAD, MOSS, FULTON & GRIFFIN, P.A.
EIN
59-3545574
Address
1530 BUSINESS CENTER DRIVE · SUITE 4 · FLEMING ISLAND, FL · 32003
Phone
(904) 278-8200
Industry
Law Offices
· Professional & Technical Services
see 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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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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