Original filing (PDF)20250715052359NAL0003964962001

GEORGICA ADVISORS, LLC

Name: GEORGICA ADVISORS, LLC — GEORGICA ADVISORS, LLC SALARY DEFERRAL PLAN, Form 5500 (2024)
Creator: GEORGICA ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

GEORGICA ADVISORS, LLC SALARY DEFERRAL PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGICA ADVISORS, LLC.

Plan sponsor

Name

GEORGICA ADVISORS, LLC

EIN

13-3915210

Address

152 WEST 57TH STREET 32ND FLOOR · NEW YORK, NY · 10019

Phone

(212) 277-5651

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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WESPAC SOCAL, LLC

WESPAC SOCAL, LLC 401(K) PROFIT SHARING PLAN

$2.3M · 14 participants

GREGORY P MUNROE

GREGORY P MUNROE 401(K) PROFIT SHARING PLAN & TRUST

$2.3M · 8 participants

FRANCES A. MILANO & ASSOCIATES

FRANCES A. MILANO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 3 participants

WILLIAM DAI, SOLE PROP. DBA SHANGBAY CAPITAL MANAGEMENT COMPANY, LLC

SHANGBAY CAPITAL MANAGEMENT COMPANY, LLC CASH BALANCE PLAN

$2.3M · 4 participants

OLD PORT ADVISORS