Original filing (PDF)20251010111138NAL0007576929001

BAIRD + DRISKELL + ABRAMS COMMUNITY PLANNING

Name: BAIRD + DRISKELL + ABRAMS COMMUNITY PLANNING — COMMUNITY PLANNING COLLABORATIVE 401(K) PLAN, Form 5500 (2024)
Creator: BAIRD + DRISKELL + ABRAMS COMMUNITY PLANNING

Form 5500-SF

FILING_RECEIVED

COMMUNITY PLANNING COLLABORATIVE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$400K

Net assets (EOY)

$400K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAIRD + DRISKELL + ABRAMS COMMUNITY PLANNING.

Plan sponsor

Name

BAIRD + DRISKELL + ABRAMS COMMUNITY PLANNING

EIN