Original filing (PDF)20231129105439NAL0018428546001

ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC

Name: ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC — ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN FINAL, Form 5500 (2022)
Creator: ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC 401(K) PLAN FINAL

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC.

Plan sponsor

Name

ACCOUNTING ECONOMICS & APPRAISAL GROUP, LLC

EIN

63-1274675

Address

1901 6TH AVE. N · SUITE 1620 · BIRMINGHAM, AL · 35203

Phone

(205) 488-1110

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator