How big is Gerber/Taylor Capital Advisors LP's plan?

Gerber/Taylor Capital Advisors LP's plan reported $13.4M in assets and 44 participants for 2024.

Original filing (PDF)20250916113925NAL0001919601001

Gerber/Taylor Capital Advisors LP

Name: Gerber/Taylor Capital Advisors LP — Gerber/Taylor, Form 5500 (2024)
Creator: Gerber/Taylor Capital Advisors LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerber/Taylor Capital Advisors 401(k) Plan

401(k) retirement plan · Gerber/Taylor Capital Advisors LP's Gerber/Taylor Capital Advisors 401(k) Plan held $13.4M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

People on this filing

Mary Cornpropst signed Gerber/Taylor Capital Advisors LP's 2024 Form 5500 as plan administrator.

Mary Cornpropst — 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

Gerber/Taylor Capital Advisors LP's EIN is 62-1422457.

EIN 62-1422457

Plan number 002

Plan year 2024

ACK ID 20250916113925NAL0001919601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gerber/Taylor Capital Advisors LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gerber/Taylor Capital Advisors LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERBER/TAYLOR CAPITAL ADVISORS LP.

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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