Original filing (PDF)20260224114125NAL0002041473001

JOSEPH GUNNAR & CO., LLC

Name: JOSEPH GUNNAR & CO., LLC — JOSEPH GUNNAR & CO., LLC 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: JOSEPH GUNNAR & CO., LLC

Form 5500-SF

FILING_RECEIVED

JOSEPH GUNNAR & CO., LLC 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH GUNNAR & CO., LLC.

Plan sponsor

Name

JOSEPH GUNNAR & CO., LLC

EIN

11-3390893

Address

30 BROAD ST FL 11 · NEW YORK, NY · 100042970

Phone

(212) 440-9640

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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