How big is Jackson, Tullos, Rogers & Morgan, PLLC's plan?

Jackson, Tullos, Rogers & Morgan, PLLC's plan reported $2.1M in assets and 15 participants for 2025.

Original filing (PDF)20260519120308NAL0000724403001

Jackson, Tullos, Rogers & Morgan, PLLC

Name: Jackson, Tullos, Rogers & Morgan, PLLC — Form 5500 Plan 001 (2025)
Creator: Jackson, Tullos, Rogers & Morgan, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson, Tullos, Rogers & Morgan, PPLC 401(k) Plan

401(k) retirement plan · Jackson, Tullos, Rogers & Morgan, PLLC's Jackson, Tullos, Rogers & Morgan, PPLC 401(k) Plan held $2.1M in plan assets for 15 participants in 2025.

Signals · 1

Late filing · 30.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Jackson, Tullos, Rogers & Morgan, PLLC's EIN is 64-0833376.

EIN 64-0833376

Plan number 001

Plan year 2025

ACK ID 20260519120308NAL0000724403001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jackson, Tullos, Rogers & Morgan, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jackson, Tullos, Rogers & Morgan, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKSON, TULLOS, ROGERS & MORGAN, PLLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off