How big is Garrett & Garrett PTR's plan?

Garrett & Garrett PTR's plan reported $1.8M in assets for 2025.

Original filing (PDF)20260506180013NAL0001637683001

Garrett & Garrett PTR

Name: Garrett & Garrett PTR — Garrett & Garrett GUST, Form 5500 (2025)
Creator: Garrett & Garrett PTR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garrett & Garrett GUST Profit-Sharing Plan

Defined-contribution retirement plan · Garrett & Garrett PTR's Garrett & Garrett GUST Profit-Sharing Plan reported $1.8M in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Karen Garrett signed Garrett & Garrett PTR's 2025 Form 5500 as plan administrator.

Karen Garrett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Garrett & Garrett PTR's EIN is 55-0584900.

EIN 55-0584900

Plan number 001

Plan year 2025

ACK ID 20260506180013NAL0001637683001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Garrett & Garrett PTR from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Garrett & Garrett PTR's plan includes money-purchase contributions, profit-sharing.

Decision-maker contacts

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

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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