How big is Gerard Management Group, Inc.'s plan?

Gerard Management Group, Inc.'s plan reported $19.6M in assets and 3 participants for 2025.

Original filing (PDF)20260519154246NAL0001104225001

Gerard Management Group, Inc.

Name: Gerard Management Group, Inc. — Gerard Management, Form 5500 (2025)
Creator: Gerard Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerard Management Group Retirement Plan

401(k) retirement plan · Gerard Management Group, Inc.'s Gerard Management Group Retirement Plan held $19.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

Plan identifiers

Gerard Management Group, Inc.'s EIN is 20-0538732.

EIN 20-0538732

Plan number 001

Plan year 2025

ACK ID 20260519154246NAL0001104225001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gerard Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gerard Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

GERARD MANAGEMENT GROUP, INC.

EIN

all filings

Address

144 GOULD ST STE 206 · NEEDHAM, MA · 024942334

Phone

(781) 433-0610

Industry

Real Estate

Plan administrator