Original filing (PDF)20251006132741NAL0003471601001

THE GARNER MANAGEMENT COMPANY, LLC

Name: THE GARNER MANAGEMENT COMPANY, LLC — GARNER COMPANY CASH BALANCE PLAN, Form 5500 (2024)
Creator: THE GARNER MANAGEMENT COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

GARNER COMPANY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GARNER MANAGEMENT COMPANY, LLC.

Plan sponsor

Name

THE GARNER MANAGEMENT COMPANY, LLC

EIN

45-5032719

Address

C/O WRIGHT KIRBY, CO · 865 LAUREL STREET · SAN CARLOS, CA · 94070

Phone

(650) 592-6001

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ATLAS ENVIRONMENTAL, INC.

ATLAS ENVIRONMENTAL 401(K) PLAN

$1.3M · 11 participants

WESTSTAR LEGACY, LLC

WESTSTAR LEGACY, LLC CASH BALANCE PLAN

$1.3M · 2 participants

JELLY TECHNOLOGIES INC.

JELLY TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN

$1.3M · 3 participants

MAX DEVELOPMENT LLC

THREE6IXTY RETIREMENT PLAN

$1.3M · 7 participants

LEVEL365 HOLDINGS, LLC

LEVEL365 401(K) PLAN

$1.3M · 21 participants