How big is Gerdes Financial, LLC's plan?

Gerdes Financial, LLC's plan reported $340K in assets and 1 participants for 2023.

Original filing (PDF)20240409181856NAL0040255122001

Gerdes Financial, LLC

Name: Gerdes Financial, LLC — GF 401(k) Plan, Form 5500 (2023)
Creator: Gerdes Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GF 401(k) Plan

401(k) retirement plan · Gerdes Financial, LLC's GF 401(k) Plan held $340K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

People on this filing

Todd Gerdes signed Gerdes Financial, LLC's 2023 Form 5500 as plan administrator.

Todd Gerdes — 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

Gerdes Financial, LLC's EIN is 46-4999662.

EIN 46-4999662

Plan number 001

Plan year 2023

ACK ID 20240409181856NAL0040255122001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gerdes Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gerdes 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 GERDES 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