How big is GEF Capital Partners, LLC's plan?

GEF Capital Partners, LLC's plan reported $820K in assets and 10 participants for 2024.

Original filing (PDF)20250613164830NAL0017706785001

GEF Capital Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

GEF 401(k) Plan

401(k) retirement plan · GEF Capital Partners, LLC's GEF 401(k) Plan held $820K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

People on this filing

John Ansay signed GEF Capital Partners, LLC's 2024 Form 5500 as plan administrator.

John Ansay — 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

GEF Capital Partners, LLC's EIN is 82-4210639.

EIN 82-4210639

Plan number 001

Plan year 2024

ACK ID 20250613164830NAL0017706785001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEF CAPITAL PARTNERS, 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