Original filing (PDF)20251028130733NAL0011442304001

HOUSTON & COMPANY INVESTMENTS, LLC

Name: HOUSTON & COMPANY INVESTMENTS, LLC — HOUSTON & COMPANY INVESTMENTS, LLC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: HOUSTON & COMPANY INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

HOUSTON & COMPANY INVESTMENTS, LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11K

Net assets (EOY)

$4K

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOUSTON & COMPANY INVESTMENTS, LLC.

Plan sponsor

Name