How big is Nally & Gibson Georgetown, LLC's plan?

Nally & Gibson Georgetown, LLC's plan reported $6.3M in assets and 58 participants for 2025.

Original filing (PDF)20260413145005NAL0022281138001

Nally & Gibson Georgetown, LLC

Name: Nally & Gibson Georgetown, LLC — Nally & Gibson, Form 5500 (2025)
Creator: Nally & Gibson Georgetown, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nally & Gibson Georgetown, LLC Retirement Savings Plan and Trust

401(k) retirement plan · Nally & Gibson Georgetown, LLC's Nally & Gibson Georgetown, LLC Retirement Savings Plan and Trust held $6.3M in plan assets for 58 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Nally & Gibson Georgetown, LLC's EIN is 61-0597719.

EIN 61-0597719

Plan number 001

Plan year 2025

ACK ID 20260413145005NAL0022281138001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nally & Gibson Georgetown, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nally & Gibson Georgetown, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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