How big is GEF Capital Advisors, LLC's plan?

GEF Capital Advisors, LLC's plan reported $3.9M in assets and 3 participants for 2024.

Original filing (PDF)20250630125242NAL0016398176001

GEF Capital Advisors, LLC

Name: GEF Capital Advisors, LLC — Global Environment Fund, Form 5500 (2024)
Creator: GEF Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Global Environment Fund 401(k) Plan

401(k) retirement plan · GEF Capital Advisors, LLC's Global Environment Fund 401(k) Plan held $3.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Wendi Newton signed GEF Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

GEF Capital Advisors, LLC's EIN is 46-4797644.

EIN 46-4797644

Plan number 001

Plan year 2024

ACK ID 20250630125242NAL0016398176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GEF Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GEF Capital Advisors, 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 GEF CAPITAL ADVISORS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

GEF CAPITAL ADVISORS, LLC

EIN

all filings

Address

4800 HAMPDEN LANE · SUITE 200 · BETHESDA, MD · 20814

Phone

(571) 331-0374

Industry

Finance & Insurance

Plan administrator