How big is Georgetown Holdings, LLC's plan?

Georgetown Holdings, LLC's plan reported $11.6M in assets and 131 participants for 2025.

Original filing (PDF)20260217160922NAL0007712210001

Georgetown Holdings, LLC

Name: Georgetown Holdings, LLC — Georgetown Holdings, LLC, Form 5500 (2025)
Creator: Georgetown Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Georgetown Holdings, LLC 401(k) Plan

401(k) retirement plan · Georgetown Holdings, LLC's Georgetown Holdings, LLC 401(k) Plan held $11.6M in plan assets for 131 participants in 2025.

Signals · 1

No auditor on file

Active participants

131

Accounts w/ balance

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

Plan identifiers

Georgetown Holdings, LLC's EIN is 81-0530191.

EIN 81-0530191

Plan number 001

Plan year 2025

ACK ID 20260217160922NAL0007712210001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Georgetown Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Georgetown Holdings, LLC's plan includes 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 GEORGETOWN HOLDINGS, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score