Original filing (PDF)20250905134313NAL0010383363001

CONLEE-GARRETT MOVING & STORAGE LLC

Name: CONLEE-GARRETT MOVING & STORAGE LLC — CONLEE-GARRETT MOVING & STORAGE 401(K) PLAN, Form 5500 (2024)
Creator: CONLEE-GARRETT MOVING & STORAGE LLC

Form 5500-SF

FILING_RECEIVED

CONLEE-GARRETT MOVING & STORAGE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

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 CONLEE-GARRETT MOVING & STORAGE LLC.

Plan sponsor

Name

CONLEE-GARRETT MOVING & STORAGE LLC

EIN

88-4351970

Address

PO BOX 473 · BRYAN, TX · 77806

Phone

(979) 779-1341

Industry

Transportation & Warehousingsee all

Plan administrator