How big is Michael Gerald LLC's plan?

Michael Gerald LLC's plan reported $1.2M in assets and 9 participants for 2024.

Original filing (PDF)20250722085620NAL0005359330001

Michael Gerald LLC

Name: Michael Gerald LLC — Michael Gerald LLC Salary, Form 5500 (2024)
Creator: Michael Gerald LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Gerald LLC Salary Savings Plan and Trust

401(k) retirement plan · Michael Gerald LLC's Michael Gerald LLC Salary Savings Plan and Trust held $1.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Nicholas Koles signed Michael Gerald LLC's 2024 Form 5500 as plan administrator.

Nicholas Koles — 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

Michael Gerald LLC's EIN is 83-3380985.

EIN 83-3380985

Plan number 001

Plan year 2024

ACK ID 20250722085620NAL0005359330001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Gerald LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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 (88th percentile).

Plan sponsor

Name

MICHAEL GERALD LLC

EIN

all filings

Address

42 WEST 39TH STREET · FLOOR 2 · NEW YORK, NY · 10018

Phone

(212) 391-9797

Industry

Wholesale Trade

Plan administrator