How big is Guerra Treasury Management's plan?

Guerra Treasury Management's plan reported $378K in assets and 8 participants for 2024.

Original filing (PDF)20250813175105NAL0026041506001

Guerra Treasury Management

Name: Guerra Treasury Management — Guerra Treasury, Form 5500 (2024)
Creator: Guerra Treasury Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guerra Treasury Management 401(k) Plan

401(k) retirement plan · Guerra Treasury Management's Guerra Treasury Management 401(k) Plan held $378K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

Plan identifiers

Guerra Treasury Management's EIN is 66-0906377.

EIN 66-0906377

Plan number 001

Plan year 2024

ACK ID 20250813175105NAL0026041506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Guerra Treasury Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Guerra Treasury Management'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 GUERRA TREASURY MANAGEMENT.

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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