Original filing (PDF)20250713143223NAL0000768866001

GESSNER WEALTH STRATEGIES, LLC

Name: GESSNER WEALTH STRATEGIES, LLC — GESSNER WEALTH STRATEGIES 401(K) PLAN, Form 5500 (2024)
Creator: GESSNER WEALTH STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

GESSNER WEALTH STRATEGIES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

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 average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GESSNER WEALTH STRATEGIES, LLC

EIN

47-4784382all filings

Address

1717 ST JAMES PLACE · SUITE 625 · HOUSTON, TX · 77056

Phone

(713) 589-6448

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-13

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TRINITY ALPS CAPITAL PARTNERS LP

TRINITY ALPS CAPITAL 401(K) PLAN & TRUST

$309K · 6 participants

THE THORNDIKE COMPANY, LLC

THE THORNDIKE COMPANY, LLC 401(K) P/S PLAN

$309K · 2 participants

GALLOWAY KUCERA FINANCIAL, LLC

GALLOWAY KUCERA FINANCIAL 401(K) RETIREMENT PLAN

$309K · 4 participants

SYMMETRY FINANCIAL ADVISORS IN

SYMMETRY FINANCIAL ADVISORS IN 401(K) PROFIT SHARING PLAN & TRUST

$309K · 2 participants

LEE ANN PENICK

LEE ANN PENICK PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.