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Original filing (PDF)20260312160155NAL0006564257001
GARRISON MANAGEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
GARRISON MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 3.9 mo
Active participants
227
Accounts w/ balance
183
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.9 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARRISON MANAGEMENT GROUP, LLC.
Plan sponsor
Name
GARRISON MANAGEMENT GROUP, LLC
EIN
81-4187014
Address
800 W. 47TH STREET · STE 200 ATTN HR · KANSAS CITY, MO · 64112
Phone
(816) 407-8223
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2026-03-12
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCADO ASSET MANAGEMENT LLC | 82-1492364 | — | ADVISOR | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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