· 2022–2024 · DOL EFAST2

G & S Financial Services LLC — G & S Financial, Form 5500 (2025)

Original filing (PDF)20260722051535NAL0014323504001

G & S Financial Services LLC

Form 5500-SF

FILING_RECEIVED

G & S Financial Services LLC 401(k) Plan

401(k) retirement plan · G & S Financial Services LLC's G & S Financial Services LLC 401(k) Plan held $4.9M in plan assets for 11 participants in 2025.

Active participants

11

Accounts w/ balance

11

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G & S FINANCIAL SERVICES LLC.

Plan sponsor

Name

G & S FINANCIAL SERVICES LLC

EIN

20-2451661all filings

Address

247 UNION BLVD · TOTOWA, NJ · 07512

Phone

(973) 942-2026

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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Alliance Insurance Centers, LLC

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