How big is Gerald BYER and Associates' plan?

Gerald BYER and Associates' plan reported $3.2M in assets and 6 participants for 2024.

Original filing (PDF)20251007205857NAL0005215281001

Gerald BYER and Associates

Name: Gerald BYER and Associates — Gerald BYER 401(k), Form 5500 (2024)
Creator: Gerald BYER and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerald BYER 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Gerald BYER and Associates' Gerald BYER 401(k) Profit Sharing Plan and Trust held $3.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Heather Stewart signed Gerald BYER and Associates' 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Gerald BYER and Associates' EIN is 38-2894192.

EIN 38-2894192

Plan number 001

Plan year 2024

ACK ID 20251007205857NAL0005215281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gerald BYER and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gerald BYER and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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