Back to filter
Original filing (PDF)20250630125242NAL0016398176001
GEF CAPITAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
GLOBAL ENVIRONMENT FUND 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEF CAPITAL ADVISORS, LLC.
Plan sponsor
Name
GEF CAPITAL ADVISORS, LLC
EIN
46-4797644
Address
4800 HAMPDEN LANE · SUITE 200 · BETHESDA, MD · 20814
Phone
(571) 331-0374
Industry
Finance & Insurancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
Similar-size Finance & Insurance plans
PARK PRESIDIO CAPITAL LLC
PARK PRESIDIO CAPITAL LLC PROFIT SHARING PLAN
$3.9M · 9 participants
J.H. LANE PARTNERS, LP
JHL RETIREMENT PLAN
$3.9M · 6 participants
CONESTOGA CAPITAL ADVISORS LLC
CONESTOGA CAPITAL ADVISORS LLC CASH BALANCE PENSION PLAN
$3.9M · 12 participants
SFP WEALTH LLC
SFP WEALTH LLC 401K PLAN
$3.9M · 23 participants
CASSIA CAPITAL PARTNERS, INC.
CASSIA CAPITAL PARTNERS, INC. 401(K) PLAN
$4.0M · 5 participants
PARKSHORE WEALTH MANAGEMENT
PARKSHORE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
$3.9M · 7 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B