Original filing (PDF)20250801103822NAL0003154611001

GERAGHTY STOCKMAN, P.A.

Name: GERAGHTY STOCKMAN, P.A. — GERAGHTY STOCKMAN, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GERAGHTY STOCKMAN, P.A.

Form 5500-SF

FILING_RECEIVED

GERAGHTY STOCKMAN, P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERAGHTY STOCKMAN, P.A..

Plan sponsor

Name

GERAGHTY STOCKMAN, P.A.

EIN

65-0280185

Address

2211 WIDMAN WAY, SUITE 110 · FORT MYERS, FL · 33901

Phone

(239) 334-9500

Industry