How big is Geras Brokerage Services LLC's plan?

Geras Brokerage Services LLC's plan reported $503K in assets and 2 participants for 2024.

Original filing (PDF)20251015133615NAL0006259728001

Geras Brokerage Services LLC

Name: Geras Brokerage Services LLC — Geras Brokerage, Form 5500 (2024)
Creator: Geras Brokerage Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Geras Brokerage Services 401(k) Plan

401(k) retirement plan · Geras Brokerage Services LLC's Geras Brokerage Services 401(k) Plan held $503K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$503K

Net assets (EOY)

$503K

Plan identifiers

Geras Brokerage Services LLC's EIN is 82-2983297.

EIN 82-2983297

Plan number 001

Plan year 2024

ACK ID 20251015133615NAL0006259728001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Geras Brokerage Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Geras Brokerage Services LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GERAS BROKERAGE SERVICES 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

Knocking points off