Original filing (PDF)20250902110306NAL0008386867001

SPECIALTY TAX GROUP (STG), LLC

Name: SPECIALTY TAX GROUP (STG), LLC — SPECIALTY TAX GROUP 401(K) PLAN, Form 5500 (2024)
Creator: SPECIALTY TAX GROUP (STG), LLC

Form 5500-SF

FILING_RECEIVED

SPECIALTY TAX GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

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 (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPECIALTY TAX GROUP (STG), LLC.

Plan sponsor

Name

SPECIALTY TAX GROUP (STG), LLC

EIN

92-3931385

Address

44 MILTON AVENUE · SUITE 214 · ALPHARETTA, GA · 30009

Phone

(949) 836-0418

Industry