· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GERALD S. JAMGOCHIAN, LLC — GERALD S. JAMGOCHIAN, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703091000NAL0000135891001
GERALD S. JAMGOCHIAN, LLC
Form 5500-SF
FILING_RECEIVED
GERALD S. JAMGOCHIAN, LLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GERALD S. JAMGOCHIAN, LLC
.
Find decision makers
Plan sponsor
Name
GERALD S. JAMGOCHIAN, LLC
EIN
22-2846664
Address
350 PARK STREET, SUITE 102 · NORTH READING, MA · 01864
Phone
(978) 664-6999
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-03
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
ASPIRATIONAL WEALTH MANAGEMENT, LLC
ASPIRATIONAL WEALTH MANAGEMENT, LLC 401(K)
$1.2M · 3 participants
FARMSTEAD CAPITAL MANAGEMENT, LLC
FARMSTEAD CAPITAL MANAGEMENT, LLC 401(K) PLAN
$1.2M · 3 participants
BANYAN CAPITAL MANAGEMENT INC
BANYAN CAPITAL MANAGEMENT INC 401K PLAN
$1.2M · 2 participants
JOHN E. MUSCALUS III
JOHN E. MUSCALUS III 401(K) PLAN
$1.2M · 6 participants
DANIEL P DEFEO
DANIEL P DEFEO 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.2M · 4 participants
MATTERN CAPITAL MANAGEMENT, LLC
MATTERN CAPITAL MANAGEMENT 401(K) PLAN
$1.2M · 8 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
