How big is Daniel T. Gerety, P.C.'s plan?

Daniel T. Gerety, P.C.'s plan reported $5.0M in assets and 37 participants for 2025.

Original filing (PDF)20260518140050NAL0000079507001

Daniel T. Gerety, P.C.

Name: Daniel T. Gerety, P.C. — Daniel T. Gerety, P.C., Form 5500 (2025)
Creator: Daniel T. Gerety, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel T. Gerety, P.C. Employees 401(k) Plan

401(k) retirement plan · Daniel T. Gerety, P.C.'s Daniel T. Gerety, P.C. Employees 401(k) Plan held $5.0M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Daniel Gerety signed Daniel T. Gerety, P.C.'s 2025 Form 5500 as plan administrator.

Daniel Gerety — 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

Daniel T. Gerety, P.C.'s EIN is 20-1625307.

EIN 20-1625307

Plan number 001

Plan year 2025

ACK ID 20260518140050NAL0000079507001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel T. Gerety, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel T. Gerety, P.C.'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 DANIEL T. GERETY, P.C..

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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