How big is Gemini-CFO, LLC's plan?

Gemini-CFO, LLC's plan reported $3.3M in assets and 41 participants for 2024.

Original filing (PDF)20250714111026NAL0002475090001

Gemini-CFO, LLC

Name: Gemini-CFO, LLC — Gemini-CFO, LLC Retirement Plan, Form 5500 (2024)
Creator: Gemini-CFO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gemini-CFO, LLC Retirement Plan

401(k) retirement plan · Gemini-CFO, LLC's Gemini-CFO, LLC Retirement Plan held $3.3M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Thomas Engstrom signed Gemini-CFO, LLC's 2024 Form 5500 as plan administrator.

Thomas Engstrom — 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

Gemini-CFO, LLC's EIN is 20-1687232.

EIN 20-1687232

Plan number 001

Plan year 2024

ACK ID 20250714111026NAL0002475090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gemini-CFO, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gemini-CFO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEMINI-CFO, 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

Helping the score