What public Form 5500 filings show about the Nally & Gibson Georgetown, LLC 401(k) plan — and how to find and check your own account.
Nally & Gibson Georgetown, LLC (EIN 61-0597719) reports NALLY & GIBSON GEORGETOWN, LLC RETIREMENT SAVINGS PLAN AND TRUST on its most recent Form 5500, with $6.3M in plan assets across 58 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Nally & Gibson Georgetown, LLC filing — schedules, fees, and providers.
Nally & Gibson Georgetown, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Nally & Gibson Georgetown, LLCHR for the recordkeeper’s name and login.
