How big is GAR Wood Securities LLC's plan?

GAR Wood Securities LLC's plan reported $729K in assets and 11 participants for 2024.

Original filing (PDF)20250620132244NAL0002353059001

GAR Wood Securities LLC

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

Form 5500-SF

FILING_RECEIVED

GAR Wood Securities LLC 401(k) Plan

401(k) retirement plan · GAR Wood Securities LLC's GAR Wood Securities LLC 401(k) Plan held $729K in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

People on this filing

Sherry Gouwens signed GAR Wood Securities LLC's 2024 Form 5500 as plan administrator.

Sherry Gouwens — 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

GAR Wood Securities LLC's EIN is 20-0797654.

EIN 20-0797654

Plan number 001

Plan year 2024

ACK ID 20250620132244NAL0002353059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GAR Wood Securities LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GAR Wood Securities 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 GAR WOOD SECURITIES 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