How big is Garret CORD Werner, LLC.'s plan?

Garret CORD Werner, LLC.'s plan reported $64K in assets and 9 participants for 2024.

Original filing (PDF)20250421220121NAL0005458368002

Garret CORD Werner, LLC.

Name: Garret CORD Werner, LLC. — Garret CORD Werner 401(k), Form 5500 (2024)
Creator: Garret CORD Werner, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garret CORD Werner 401(k) Plan

401(k) retirement plan · Garret CORD Werner, LLC.'s Garret CORD Werner 401(k) Plan held $64K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

Plan identifiers

Garret CORD Werner, LLC.'s EIN is 20-0027505.

EIN 20-0027505

Plan number 001

Plan year 2024

ACK ID 20250421220121NAL0005458368002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Garret CORD Werner, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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