How big is GIFT & Associates, LLC's plan?

GIFT & Associates, LLC's plan reported $2.8M in assets and 50 participants for 2024.

Original filing (PDF)20250930154234NAL0029664642001

GIFT & Associates, LLC

Name: GIFT & Associates, LLC — GIFT CPAS Dream Fund, Form 5500 (2024)
Creator: GIFT & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GIFT CPAS Dream Fund

401(k) retirement plan · GIFT & Associates, LLC's GIFT CPAS Dream Fund held $2.8M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

TARA Evans, for TAG Resources signed GIFT & Associates, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

GIFT & Associates, LLC's EIN is 26-0006710.

EIN 26-0006710

Plan number 001

Plan year 2024

ACK ID 20250930154234NAL0029664642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GIFT & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GIFT & Associates, LLC's plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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

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Plan health score

Above-average plan

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