Original filing (PDF)20251008181424NAL0009881328001

RAY AND GREGORY, LLC

Name: RAY AND GREGORY, LLC — RAY AND GREGORY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RAY AND GREGORY, LLC

Form 5500-SF

FILING_RECEIVED

RAY AND GREGORY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAY AND GREGORY, LLC.

Plan sponsor

Name

RAY AND GREGORY, LLC

EIN

58-2142441

Address

6000 LAKE FORREST DRIVE SUITE 385 · ATLANTA, GA · 30328

Phone

(404) 892-3600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

RAY AND GREGORY, LLC

EIN

58-2142441

City

ATLANTA, GA

Phone

(404) 892-3600

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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