How big is The Gantt Financial Group's plan?

The Gantt Financial Group's plan reported $803K in assets and 15 participants for 2025.

Original filing (PDF)20260504124458NAL0004987360001

The Gantt Financial Group

Name: The Gantt Financial Group — The Gantt Financial, Form 5500 (2025)
Creator: The Gantt Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Gantt Financial Group 401(k) Plan

401(k) retirement plan · The Gantt Financial Group's The Gantt Financial Group 401(k) Plan held $803K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

Plan identifiers

The Gantt Financial Group's EIN is 83-0447229.

EIN 83-0447229

Plan number 001

Plan year 2025

ACK ID 20260504124458NAL0004987360001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Gantt Financial Group'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 THE GANTT FINANCIAL GROUP.

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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