How big is G3 Advisors, Inc.'s plan?

G3 Advisors, Inc.'s plan reported $975K in assets and 4 participants for 2024.

Original filing (PDF)20251006212918NAL0003972609001

G3 Advisors, Inc.

Name: G3 Advisors, Inc. — G3 Advisors, Inc. Cash Balance, Form 5500 (2024)
Creator: G3 Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

G3 Advisors, Inc. Cash Balance Plan

Defined-benefit pension plan · G3 Advisors, Inc.'s G3 Advisors, Inc. Cash Balance Plan held $975K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

Plan identifiers

G3 Advisors, Inc.'s EIN is 52-2159645.

EIN 52-2159645

Plan number 002

Plan year 2024

ACK ID 20251006212918NAL0003972609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for G3 Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

G3 Advisors, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G3 ADVISORS, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score