Original filing (PDF)20251028130626NAL0009877024001

GFG STRATEGIC ADVISORS LLC

Name: GFG STRATEGIC ADVISORS LLC — GFG STRATEGIC ADVISORS LLC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: GFG STRATEGIC ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

GFG STRATEGIC ADVISORS LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 GFG STRATEGIC ADVISORS LLC.

Plan sponsor

Name

GFG STRATEGIC ADVISORS LLC

DBA

SOUTHEN OAK ADVISORY

EIN

83-4163000

Address

2806 N COLUMBIA ST · STE A · MILLEDGEVILLE, GA · 31061

Phone

(912) 348-0705

Industry

Finance & Insurancesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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