Original filing (PDF)20250711131745NAL0017418082001

GUY RODGERS PRIVATE WEALTH STRATEGIES

Name: GUY RODGERS PRIVATE WEALTH STRATEGIES — GRPWS, LLC 401K PLAN, Form 5500 (2023)
Creator: GUY RODGERS PRIVATE WEALTH STRATEGIES

Form 5500-SF

FILING_RECEIVED

GRPWS, LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

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 average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUY RODGERS PRIVATE WEALTH STRATEGIES.

Plan sponsor

Name

GUY RODGERS PRIVATE WEALTH STRATEGIES

EIN

81-2332145all filings

Address

1105 ALEXIS COURT, SUITE 103 · MANSFIELD, TX · 76063

Phone

(817) 225-4805

Industry

Finance & Insurancesee all

Plan administrator