Original filing (PDF)20250731181207NAL0003313203001

GATSBY INVESTMENTS LLC

Name: GATSBY INVESTMENTS LLC — GATSBY INVESTMENTS LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: GATSBY INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

GATSBY INVESTMENTS LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

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 (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GATSBY INVESTMENTS LLC.

Plan sponsor

Name

GATSBY INVESTMENTS LLC

EIN

47-3939840

Address

4117 COMMERCIAL CENTER DR · AUSTIN, TX · 78744

Phone

(512) 820-3145

Industry