How big is PFW Advisors' plan?

PFW Advisors' plan reported $4K in assets and 4 participants for 2024.

Original filing (PDF)20251028130903NAL0006198931001

PFW Advisors

Name: PFW Advisors — PFW Advisors GCF Benefit Plan, Form 5500 (2024)
Creator: PFW Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PFW Advisors GCF Benefit Plan

Health & welfare plan · PFW Advisors' PFW Advisors GCF Benefit Plan held $4K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Morgan Law signed PFW Advisors' 2024 Form 5500 as plan administrator.

Morgan Law — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PFW Advisors' EIN is 46-4031951.

EIN 46-4031951

Plan number 501

Plan year 2024

ACK ID 20251028130903NAL0006198931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PFW Advisors' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PFW ADVISORS

EIN

all filings

Address

3350 RIVERWOOD PKWY SE · SUITE 650 · BOLINGBROKE, GA · 31004

Phone

(404) 848-0950

Industry

Finance & Insurance

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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