· 2022–2024 · DOL EFAST2

Hayes Wealth Advisors — Hayes Wealth Advisors 401(k), Form 5500 (2025)

Original filing (PDF)20260423220321NAL0011268866063

Hayes Wealth Advisors

Form 5500-SF

FILING_RECEIVED

Hayes Wealth Advisors 401(k) Plan

401(k) retirement plan · Hayes Wealth Advisors' Hayes Wealth Advisors 401(k) Plan held $210K in plan assets for 7 participants in 2025.

Active participants

7

Accounts w/ balance

6

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

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

63

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HAYES WEALTH ADVISORS

EIN

83-2520497all filings

Address

85 STEWART DRIVE · ATLANTA, GA · 30342

Phone

(404) 954-1133

Industry

Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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