Original filing (PDF)20230920090516NAL0001502833001

BROWN GOERTZ & CO STATE TAX ADVISOR

Name: BROWN GOERTZ & CO STATE TAX ADVISOR — BROWN GOERTZ 401(K) PLAN, Form 5500 (2022)
Creator: BROWN GOERTZ & CO STATE TAX ADVISOR

Form 5500-SF

FILING_RECEIVED

BROWN GOERTZ 401(K) PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROWN GOERTZ & CO STATE TAX ADVISOR.

Plan sponsor

Name

BROWN GOERTZ & CO STATE TAX ADVISOR

EIN

82-1034426

Address

6841 VIRGINIA PARKWAY · SUITE 103-#311 · MCKINNEY, TX · 75071

Phone

(469) 742-1159

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator