Original filing (PDF)20250715121648NAL0003235184001

CLAY TAULBEE & MYERS, LLC

Name: CLAY TAULBEE & MYERS, LLC — CLAY TAULBEE & MYERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CLAY TAULBEE & MYERS, LLC

Form 5500-SF

FILING_RECEIVED

CLAY TAULBEE & MYERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$326K

Net assets (EOY)

$326K

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAY TAULBEE & MYERS, LLC.

Plan sponsor

Name

CLAY TAULBEE & MYERS, LLC

EIN

88-3686338all filings

Address

201 SOUTH MAIN STREET SUITE C · STATESBORO, GA · 30458

Phone

(912) 225-3951

Industry