How big is Peachtree Wealth Advisors' plan?

Peachtree Wealth Advisors' plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250708172734NAL0002845347001

Peachtree Wealth Advisors

Name: Peachtree Wealth Advisors — Peachtree Wealth, Form 5500 (2024)
Creator: Peachtree Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peachtree Wealth Advisors 401(k) Plan

401(k) retirement plan · Peachtree Wealth Advisors' Peachtree Wealth Advisors 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Peachtree Wealth Advisors' EIN is 20-1793233.

EIN 20-1793233

Plan number 001

Plan year 2024

ACK ID 20250708172734NAL0002845347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peachtree Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peachtree Wealth Advisors' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEACHTREE WEALTH ADVISORS.

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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