How big is Gratus Wealth Advisors LLC's plan?

Gratus Wealth Advisors LLC's plan reported $512K in assets and 6 participants for 2025.

Original filing (PDF)20260130154120NAL0007871970001

Gratus Wealth Advisors LLC

Name: Gratus Wealth Advisors LLC — Gratus Wealth Advisors, Form 5500 (2025)
Creator: Gratus Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gratus Wealth Advisors 401(k) Plan

401(k) retirement plan · Gratus Wealth Advisors LLC's Gratus Wealth Advisors 401(k) Plan held $512K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

People on this filing

Cline Reasor signed Gratus Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

Cline Reasor — 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

Gratus Wealth Advisors LLC's EIN is 87-3640934.

EIN 87-3640934

Plan number 001

Plan year 2025

ACK ID 20260130154120NAL0007871970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gratus Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gratus 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 GRATUS 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