Original filing (PDF)20241010105528NAL0020859089004

BERRY & TURNAGE, PLLC

Name: BERRY & TURNAGE, PLLC — TRAVIS BERRY & ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BERRY & TURNAGE, PLLC

Form 5500-SF

FILING_RECEIVED

TRAVIS BERRY & ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BERRY & TURNAGE, PLLC

EIN

81-3675332all filings

Address

1319 MAIN STREET · CONWAY, AR · 72034

Phone

(501) 328-5500

Industry