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  2. Arnall Golden Gregory LLP
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Arnall Golden Gregory LLP

EIN 58-0543673-law practice-Latest filing 2025
Plans
3
Retirement
2
$209.2M assets
Health & Benefits
1
$1.2M premiums
Participants
806
171 17TH STREET NW, SUITE 2100 - ATLANTA, GA 30363404-873-8602agg.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401(k)-$197.3M - 331 part#008401(k)-$11.9M - 130 part#507Mixed-$1.2M - 624 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $209.2M assets / 461 participants

Assets by plan

Share of aggregate retirement assets

  • PERSONS RETIREMENT PLAN (#001)$197.3M
  • GREGORY LLP 401(K) (#008)$11.9M
Total $209.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$197.3M
  • (Not disclosed)$11.9M
Total $209.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PERSONS RETIREMENT PLAN (#001)331
  • GREGORY LLP 401(K) (#008)130
Total 461Select a row to open it

Benefits portfolio analytics

1 plan / $1.2M premiums / 624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$899K
  • Other$899K
  • Long-term disability$541K
  • Dental$271K
  • Vision$27K
Total $1.2M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN

401(k)

Assets$197.3M
Participants331
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008

ARNALL GOLDEN GREGORY LLP 401(K) PLAN

401(k)

Assets$11.9M
Participants130
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

ARNALL GOLDEN GREGORY LLP WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives624
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN401(k)$197.3M3312025
#008ARNALL GOLDEN GREGORY LLP 401(K) PLAN401(k)$11.9M1302025
  • ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN$197.3M
    #001 · 401(k) · 2025331
  • ARNALL GOLDEN GREGORY LLP 401(K) PLAN$11.9M
    #008 · 401(k) · 2025130

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507ARNALL GOLDEN GREGORY LLP WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.2M6242025
  • ARNALL GOLDEN GREGORY LLP WELFARE BENEFIT PLAN$1.2M
    #507 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025624
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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