Original filing (PDF)20260310031829NAL0003220577001

ALEXANDER, CORDER & SHELLY, P.C.

Name: ALEXANDER, CORDER & SHELLY, P.C. — ALEXANDER CORDER AND SHELLY PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: ALEXANDER, CORDER & SHELLY, P.C.

Form 5500-SF

FILING_RECEIVED

ALEXANDER CORDER AND SHELLY PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALEXANDER, CORDER & SHELLY, P.C..

Plan sponsor

Name

ALEXANDER, CORDER & SHELLY, P.C.

EIN

63-0929898

Address

215 S. JEFFERSON ST. · ATHENS, AL · 35611

Phone

(256) 232-1130

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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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