How big is Garza Financial LLC's plan?

Garza Financial LLC's plan reported $45K in assets and 6 participants for 2025.

Original filing (PDF)20260423220225NAL0005227185023

Garza Financial LLC

Name: Garza Financial LLC — Garza Financial LLC 401(k), Form 5500 (2025)
Creator: Garza Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garza Financial LLC 401(k) Plan

401(k) retirement plan · Garza Financial LLC's Garza Financial LLC 401(k) Plan held $45K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

Plan identifiers

Garza Financial LLC's EIN is 82-2774900.

EIN 82-2774900

Plan number 001

Plan year 2025

ACK ID 20260423220225NAL0005227185023

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARZA FINANCIAL LLC.

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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