How big is GUY Rodgers Private Wealth Strategies' plan?

GUY Rodgers Private Wealth Strategies' plan reported $732K in assets and 3 participants for 2023.

Original filing (PDF)20250711131745NAL0017418082001

GUY Rodgers Private Wealth Strategies

Name: GUY Rodgers Private Wealth Strategies — Grpws, LLC, Form 5500 (2023)
Creator: GUY Rodgers Private Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grpws, LLC 401(k) Plan

401(k) retirement plan · GUY Rodgers Private Wealth Strategies' Grpws, LLC 401(k) Plan held $732K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

People on this filing

GUY Rodgers signed GUY Rodgers Private Wealth Strategies' 2023 Form 5500 as plan administrator.

GUY Rodgers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GUY Rodgers Private Wealth Strategies' EIN is 81-2332145.

EIN 81-2332145

Plan number 001

Plan year 2023

ACK ID 20250711131745NAL0017418082001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for GUY Rodgers Private Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

GUY Rodgers Private Wealth Strategies' plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

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.

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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