How big is Guercio & Guercio, LLP's plan?

Guercio & Guercio, LLP's plan reported $13.8M in assets and 42 participants for 2024.

Original filing (PDF)20251014132827NAL0002884273001

Guercio & Guercio, LLP

Name: Guercio & Guercio, LLP — Guercio & Guercio, LLP, Form 5500 (2024)
Creator: Guercio & Guercio, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guercio & Guercio, LLP Retirement Plan

401(k) retirement plan · Guercio & Guercio, LLP's Guercio & Guercio, LLP Retirement Plan held $13.8M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

Plan identifiers

Guercio & Guercio, LLP's EIN is 26-1549128.

EIN 26-1549128

Plan number 005

Plan year 2024

ACK ID 20251014132827NAL0002884273001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Guercio & Guercio, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.

Decision-maker contacts

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

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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