How big is The Gerard Group, Inc.'s plan?

The Gerard Group, Inc.'s plan reported $884K in assets and 234 participants for 2024.

Original filing (PDF)20251013112354NAL0000541459001

The Gerard Group, Inc.

Name: The Gerard Group, Inc. — The Gerard Group, Inc. TA, Form 5500 (2024)
Creator: The Gerard Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Gerard Group, Inc. TA Virginia Diner 401(k) Plan

401(k) retirement plan · The Gerard Group, Inc.'s The Gerard Group, Inc. TA Virginia Diner 401(k) Plan held $884K in plan assets for 234 participants in 2024.

Signals · 1

No auditor on file

Active participants

234

Accounts w/ balance

Plan assets (EOY)

$884K

Net assets (EOY)

$884K

Plan identifiers

The Gerard Group, Inc.'s EIN is 83-4027721.

EIN 83-4027721

Plan number 001

Plan year 2024

ACK ID 20251013112354NAL0000541459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Gerard Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Gerard Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE GERARD GROUP, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score