Original filing (PDF)20240502220405NAL0029078769036

TODD & GAINES INTEGRATED WEALTH PLANNING

Name: TODD & GAINES INTEGRATED WEALTH PLANNING — TODD & GAINES INTEGRATED WEALTH PLANNING 401(K) PLAN, Form 5500 (2023)
Creator: TODD & GAINES INTEGRATED WEALTH PLANNING

Form 5500-SF

FILING_RECEIVED

TODD & GAINES INTEGRATED WEALTH PLANNING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

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 TODD & GAINES INTEGRATED WEALTH PLANNING.

Plan sponsor

Name

TODD & GAINES INTEGRATED WEALTH PLANNING

EIN

87-2279289all filings

Address

330 E. MAIN ST · STE 300 · LEXINGTON, KY · 40507

Phone

(859) 899-0420

Industry

Finance & Insurancesee all

Plan administrator