How big is Gerry Udell, Inc.'s plan?

Gerry Udell, Inc.'s plan reported $10.5M in assets and 6 participants for 2024.

Original filing (PDF)20250708142224NAL0002742531001

Gerry Udell, Inc.

Name: Gerry Udell, Inc. — Gerry Udell, Inc. Profit Sharing, Form 5500 (2024)
Creator: Gerry Udell, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerry Udell, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Gerry Udell, Inc.'s Gerry Udell, Inc. Profit Sharing Plan held $10.5M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

Plan identifiers

Gerry Udell, Inc.'s EIN is 13-1938039.

EIN 13-1938039

Plan number 003

Plan year 2024

ACK ID 20250708142224NAL0002742531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gerry Udell, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gerry Udell, Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERRY UDELL, INC..

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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