Original filing (PDF)20251028130636NAL0006914353001

FLOCK FINANCIAL, LLC

Name: FLOCK FINANCIAL, LLC — FLOCK FINANCIAL, LLC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: FLOCK FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

FLOCK FINANCIAL, LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLOCK FINANCIAL, LLC.

Plan sponsor

Name

FLOCK FINANCIAL, LLC

EIN

80-0934105

Address

100 GALLERIA PARKWAY · SUITE 990 · ATLANTA, GA · 30339

Phone

(678) 384-5640

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

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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