· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
G2 CAPITAL ADVISORS, LLC — G2 CAPITAL ADVISORS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709165551NAL0013340418001
G2 CAPITAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
G2 CAPITAL ADVISORS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
60
Accounts w/ balance
69
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
G2 CAPITAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
G2 CAPITAL ADVISORS, LLC
EIN
61-1662354
Address
420 BOYLSTON STREET · SUITE 302 · BOSTON, MA · 02116
Phone
(857) 250-2765
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
ALLEN BAILEY & ASSOCIATES, INC.
ALLEN BAILEY & ASSOCIATES, INC. 401K PLAN & TRUST
$6.1M · 6 participants
LUNDY, INC.
LUNDY, INC. PROFIT SHARING PLAN
$6.1M · 20 participants
HEALTH RESOURCES OPTIMIZATION, INC.
HEALTH/ROI PENSION PLAN
$6.1M · 60 participants
OLENDER FELDMAN LLP
OLENDER FELDMAN LLP 401(K) PROFIT SHARING PLAN & TRUST
$6.1M · 32 participants
CAREER PARTNERS, INC
CAREER PARTNERS, INC. DEFINED BENEFIT PLAN
$6.1M · 18 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RUBIN TURNBULL & ASSOCIATES, INC.
THE RUBIN GROUP, INC. 401(K) PROFIT SHARING PLAN
$6.1M · 13 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
