How big is Georgica Advisors, LLC's plan?

Georgica Advisors, LLC's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250715052359NAL0003964962001

Georgica Advisors, LLC

Name: Georgica Advisors, LLC — Georgica Advisors, LLC, Form 5500 (2024)
Creator: Georgica Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Georgica Advisors, LLC Salary Deferral Plan

401(k) retirement plan · Georgica Advisors, LLC's Georgica Advisors, LLC Salary Deferral Plan held $2.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Jenny Schwartz signed Georgica Advisors, LLC's 2024 Form 5500 as plan administrator.

Jenny Schwartz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Georgica Advisors, LLC's EIN is 13-3915210.

EIN 13-3915210

Plan number 001

Plan year 2024

ACK ID 20250715052359NAL0003964962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Georgica Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Georgica Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGICA ADVISORS, LLC.

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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

Knocking points off