How big is GERI Lynn, LLC's plan?

GERI Lynn, LLC's plan reported $2.1M in assets and 32 participants for 2024.

Original filing (PDF)20250729113439NAL0001560323001

GERI Lynn, LLC

Name: GERI Lynn, LLC — GERI Lynn, LLC 401(k) Plan, Form 5500 (2024)
Creator: GERI Lynn, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GERI Lynn, LLC 401(k) Plan

401(k) retirement plan · GERI Lynn, LLC's GERI Lynn, LLC 401(k) Plan held $2.1M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

GERI Lynn, LLC's EIN is 72-1038068.

EIN 72-1038068

Plan number 001

Plan year 2024

ACK ID 20250729113439NAL0001560323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GERI Lynn, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GERI Lynn, LLC'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 GERI LYNN, LLC.

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

GERI LYNN, LLC

DBA

GERI LYNN NISSAN

EIN

all filings

Address

1772 MARTIN LUTHER KING BLVD · HOUMA, LA · 70360

Phone

(985) 219-1111

Industry

Retail Trade

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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