How big is Garman Partners, LLC's plan?

Garman Partners, LLC's plan reported $556K in assets and 7 participants for 2024.

Original filing (PDF)20250723104920NAL0004288256001

Garman Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Garman Partners, LLC 401(k) P/S Plan

401(k) retirement plan · Garman Partners, LLC's Garman Partners, LLC 401(k) P/S Plan held $556K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

People on this filing

Allison Holly Martin signed Garman Partners, LLC's 2024 Form 5500 as plan administrator.

Allison Holly Martin — 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

Garman Partners, LLC's EIN is 82-1100063.

EIN 82-1100063

Plan number 001

Plan year 2024

ACK ID 20250723104920NAL0004288256001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Garman Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

GARMAN PARTNERS, LLC

EIN

all filings

Address

2819 100TH ST · URBANDALE, IA · 50322

Phone

(712) 299-2399

Industry

Professional & Technical Services

Plan administrator