How big is Gary Gaulden's plan?

Gary Gaulden's plan reported $764K in assets and 4 participants for 2024.

Original filing (PDF)20250709150433NAL0008259760001

Gary Gaulden

Name: Gary Gaulden — Gary Gaulden Retirement Plan, Form 5500 (2024)
Creator: Gary Gaulden
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary Gaulden Retirement Plan

401(k) retirement plan · Gary Gaulden's Gary Gaulden Retirement Plan held $764K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$764K

People on this filing

Gary Gaulden signed Gary Gaulden's 2024 Form 5500 as plan administrator.

Gary Gaulden — 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

Gary Gaulden's EIN is 27-1817921.

EIN 27-1817921

Plan number 001

Plan year 2024

ACK ID 20250709150433NAL0008259760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary Gaulden from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary Gaulden's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

GARY GAULDEN

EIN

all filings

Address

280 S. MANGUM ST · SUITE 345 · DURHAM, NC · 27701

Phone

(919) 361-9898

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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