How big is Garrison Financial, LLC's plan?

Garrison Financial, LLC's plan reported $2.4M in assets and 5 participants for 2025.

Original filing (PDF)20260424074626NAL0005503169001

Garrison Financial, LLC

Name: Garrison Financial, LLC — Garrison Financial, LLC, Form 5500 (2025)
Creator: Garrison Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garrison Financial, LLC 401(k) Plan

401(k) retirement plan · Garrison Financial, LLC's Garrison Financial, LLC 401(k) Plan held $2.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Garrison Financial, LLC's EIN is 27-5023991.

EIN 27-5023991

Plan number 001

Plan year 2025

ACK ID 20260424074626NAL0005503169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Garrison Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Garrison Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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