How big is Garrett Stephens Thomas & Fazio's plan?

Garrett Stephens Thomas & Fazio's plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20250819160416NAL0002477809001

Garrett Stephens Thomas & Fazio

Name: Garrett Stephens Thomas & Fazio — Garrett Stephens, Form 5500 (2024)
Creator: Garrett Stephens Thomas & Fazio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garrett Stephens Thomas & Fazio 401(k) Plan

401(k) retirement plan · Garrett Stephens Thomas & Fazio's Garrett Stephens Thomas & Fazio 401(k) Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

ANN Fazio signed Garrett Stephens Thomas & Fazio's 2024 Form 5500 as plan administrator.

ANN Fazio — 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 Stephens Thomas & Fazio's EIN is 58-1202556.

EIN 58-1202556

Plan number 003

Plan year 2024

ACK ID 20250819160416NAL0002477809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Garrett Stephens Thomas & Fazio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Garrett Stephens Thomas & Fazio's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off