· 2022–2024 · DOL EFAST2

GORDON ASSET MANAGEMENT, LLC — GORDON ASSET MANAGEMENT, LLC PROFIT SHARING/401K PLAN, Form 5500 (2024)

Original filing (PDF)20250814153156NAL0009965057001

GORDON ASSET MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

GORDON ASSET MANAGEMENT, LLC PROFIT SHARING/401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GORDON ASSET MANAGEMENT, LLC

EIN

13-3981307all filings

Address

3800 NORTH LAMAR BLVD., SUITE 200 · AUSTIN, TX · 78756

Phone

(847) 501-4622

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

MILLER FINANCIAL GROUP, INC.

MILESTONE FINANCIAL GROUP, INC. 401(K) PLAN

$724K · 6 participants

EDGEROCK CAPITAL

$723K · 16 participants

LKJ FINANCIAL, LLC

LKJ FINANCIAL, LLC RETIREMENT PLAN

$724K · 4 participants

ADELMANN FINANCIAL, INC.

ADELMANN FINANCIAL, INC. 401(K) PLAN

$723K · 3 participants

SANDBOX FINANCIAL PARTNERS

SANDBOX FINANCIAL 401(K) PROFIT SHARING PLAN

$725K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.