How big is Guerra Advisors, Inc.'s plan?

Guerra Advisors, Inc.'s plan reported $853K in assets and 25 participants for 2024.

Original filing (PDF)20251001111339NAL0013138225001

Guerra Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Guerra Advisors Inc. Retirement Plan

Defined-contribution retirement plan · Guerra Advisors, Inc.'s Guerra Advisors Inc. Retirement Plan held $853K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

Plan identifiers

Guerra Advisors, Inc.'s EIN is 47-4457588.

EIN 47-4457588

Plan number 001

Plan year 2024

ACK ID 20251001111339NAL0013138225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Guerra Advisors, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUERRA ADVISORS, INC.

Finding similar companies…

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