How big is Paces Ferry Wealth Advisors LLC's plan?

Paces Ferry Wealth Advisors LLC's plan reported $828K in assets and 3 participants for 2024.

Original filing (PDF)20251009161018NAL0004078995001

Paces Ferry Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Paces Ferry Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Paces Ferry Wealth Advisors LLC's Paces Ferry Wealth Advisors LLC 401(k) Plan held $828K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

People on this filing

Richard Tatum signed Paces Ferry Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Paces Ferry Wealth Advisors LLC's EIN is 83-1655018.

EIN 83-1655018

Plan number 001

Plan year 2024

ACK ID 20251009161018NAL0004078995001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Paces Ferry Wealth Advisors 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 PACES FERRY WEALTH ADVISORS 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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

PACES FERRY WEALTH ADVISORS LLC

EIN

all filings

Address

2849 PACES FERRY ROAD SE · SUITE 660 · ATLANTA, GA · 30339

Phone

(404) 480-5200

Industry

Finance & Insurance

Plan administrator