How big is Ray and Gregory, LLC's plan?

Ray and Gregory, LLC's plan reported $3.0M in assets and 3 participants for 2024.

Original filing (PDF)20251008181424NAL0009881328001

Ray and Gregory, LLC

Name: Ray and Gregory, LLC — Ray and Gregory, LLC 401(k), Form 5500 (2024)
Creator: Ray and Gregory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ray and Gregory, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ray and Gregory, LLC's Ray and Gregory, LLC 401(k) Profit Sharing Plan held $3.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Ray and Gregory, LLC's EIN is 58-2142441.

EIN 58-2142441

Plan number 001

Plan year 2024

ACK ID 20251008181424NAL0009881328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ray and Gregory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ray and Gregory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAY AND GREGORY, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RAY AND GREGORY, LLC

EIN

all filings

Address

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

Phone

(404) 892-3600

Industry

Law Offices· Professional & Technical Services

Plan administrator