How big is Hodges Ward Elliott, LLC's plan?

Hodges Ward Elliott, LLC's plan reported $5.7M in assets and 29 participants for 2024.

Original filing (PDF)20250630094143NAL0010964273001

Hodges Ward Elliott, LLC

Name: Hodges Ward Elliott, LLC — Hodges Ward Elliott, LLC, Form 5500 (2024)
Creator: Hodges Ward Elliott, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hodges Ward Elliott, LLC 401(k) Plan

401(k) retirement plan · Hodges Ward Elliott, LLC's Hodges Ward Elliott, LLC 401(k) Plan held $5.7M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Cassandra Robinson signed Hodges Ward Elliott, LLC's 2024 Form 5500 as plan administrator.

Cassandra Robinson — 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

Hodges Ward Elliott, LLC's EIN is 82-2385030.

EIN 82-2385030

Plan number 001

Plan year 2024

ACK ID 20250630094143NAL0010964273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hodges Ward Elliott, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hodges Ward Elliott, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HODGES WARD ELLIOTT, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

HODGES WARD ELLIOTT, LLC

EIN

all filings

Address

3344 PEACHTREE ROAD NE · 25TH FLOOR · ATLANTA, GA · 30326

Phone

(404) 310-7160

Industry

Real Estate

Plan administrator