How big is Great Falls Advisors, LLC's plan?

Great Falls Advisors, LLC's plan reported $3.9M in assets and 15 participants for 2024.

Original filing (PDF)20251001092434NAL0012989329001

Great Falls Advisors, LLC

Name: Great Falls Advisors, LLC — Great Falls Advisors, Form 5500 (2024)
Creator: Great Falls Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Falls Advisors, LLC 401(k) Plan

401(k) retirement plan · Great Falls Advisors, LLC's Great Falls Advisors, LLC 401(k) Plan held $3.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Great Falls Advisors, LLC's EIN is 47-1031602.

EIN 47-1031602

Plan number 001

Plan year 2024

ACK ID 20251001092434NAL0012989329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Great Falls Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

GREAT FALLS ADVISORS, LLC

EIN

all filings

Address

5404 WISCONSIN AVENUE, SUITE 1150 · CHEVY CHASE, MD · 20815

Phone

(240) 482-8635

Industry

Professional & Technical Services

Plan administrator