· 2022–2024 · DOL EFAST2

Advisorysouth John's Creek LLC — Advisorysouth, Form 5500 (2025)

Original filing (PDF)20260724124254NAL0011902643001

Advisorysouth John's Creek LLC

Form 5500-SF

FILING_RECEIVED

Advisorysouth John's Creek LLC 401(k) Plan

401(k) retirement plan · Advisorysouth John's Creek LLC's Advisorysouth John's Creek LLC 401(k) Plan held $136K in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

7

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

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

73

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 ADVISORYSOUTH JOHN'S CREEK LLC.

Plan sponsor

Name

ADVISORYSOUTH JOHN'S CREEK LLC

EIN

88-0624826all filings

Address

6470 E JOHNS CROSSING · SUITE 450 · DULUTH, GA · 30097

Phone

(770) 246-1336

Industry

Finance & Insurance

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-24

Pension benefit codes

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)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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