How big is Garner Health Technology, Inc.'s plan?

Garner Health Technology, Inc.'s plan reported $4.8M in assets and 249 participants for 2024.

Original filing (PDF)20251022085138NAL0001432689001

Garner Health Technology, Inc.

Name: Garner Health Technology, Inc. — Garner Health, Form 5500 (2024)
Creator: Garner Health Technology, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Garner Health 401(k) Plan

401(k) retirement plan · Garner Health Technology, Inc.'s Garner Health 401(k) Plan held $4.8M in plan assets for 249 participants in 2024, with Betterment as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond32% in single holding

Active participants

249

Accounts w/ balance

266

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

IMMI Chaudhry signed Garner Health Technology, Inc.'s 2024 Form 5500 as plan administrator.

IMMI Chaudhry — 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

Garner Health Technology, Inc.'s EIN is 84-3555449.

EIN 84-3555449

Plan number 001

Plan year 2024

ACK ID 20251022085138NAL0001432689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Garner Health Technology, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Garner Health Technology, 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 GARNER HEALTH TECHNOLOGY, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

GARNER HEALTH TECHNOLOGY, INC.

EIN

all filings

Address

64 BLEECKER STREET · #103 · NEW YORK, NY · 10012

Phone

(866) 210-0863

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	47-4872674	NEW YORK, NY	RECORDKEEPER	$6K	—

Investments

37 direct securities· $3.5M(73% of reported assets)

Mutual Funds

$2.5M

12 holdings

Other securities

$1.0M

24 holdings

U.S. Treasuries

$1K

1 holding

					% of plan
Vanguard FTSE Developed Markets Mutual Fund	Mutual Funds	—	—	$1.1M	23.5%
Vanguard Total Stock Market ETF Mutual Fund	Mutual Funds	—	—	$861K	18.0%
Vanguard FTSE Emerging Markets Mutual Fund	Mutual Funds	—	—	$369K	7.7%
iShares Core US Aggregate Bond ETF Mutual Fund	Other securities	—	—	$353K	7.4%
SPDR Portfolio S&P 400 Mid Cap Mutual Fund	Other securities	—	—	$241K	5.0%
SPDR Portfolio S&P 600 Small Cap ETF Mutual Fund	Other securities	—	—	$186K	3.9%
Vanguard Total International Bond ETF Mutual Fund	Mutual Funds	—	—	$60K	1.3%
iShares Emerging Markets USD Bond ETF Mutual Fund	Other securities	—	—	$53K	1.1%
Goldman Sachs ActiveBeta US Large Cap Equity Mutual Fund	Other securities	—	—	$42K	0.9%
iShares ESG Aware MSCI USA ETF Mutual Fund	Other securities	—	—	$30K	0.6%
iShares 0-5 Year TIPS Bond ETF Mutual Fund	Other securities	—	—	$28K	0.6%
Vanguard Mid-Cap Value ETF Mutual Fund	Mutual Funds	—	—	$19K	0.4%
Goldman Sachs TreasuryAccess 01 Year ETF Mutual Fund	Other securities	—	—	$17K	0.4%
iShares ESG Aware MSCI EAFE ETF Mutual Fund	Other securities	—	—	$16K	0.3%
SPDR S&P Kensho New Economies Composite ETF Mutual Fund	Other securities	—	—	$12K	0.3%
Vanguard Value ETF Mutual Fund	Mutual Funds	—	—	$10K	0.2%
Goldman Sachs ActiveBeta International Equity Mutual Fund	Other securities	—	—	$9K	0.2%
Vanguard Small-Cap Value ETF Mutual Fund	Mutual Funds	—	—	$8K	0.2%
iShares Core MSCI Emerging Markets ETF Mutual Fund	Other securities	—	—	$8K	0.2%
iShares ESG Aware MSCI EM ETF Mutual Fund	Other securities	—	—	$7K	0.1%
Goldman Sachs ActiveBeta Europe Equity ETF Mutual Fund	Other securities	—	—	$6K	0.1%
Goldman Sachs ActiveBeta Emerging Markets Equity Mutual Fund	Other securities	—	—	$4K	<0.1%
TCW Transform 500 ETF Mutual Fund	Other securities	—	—	$4K	<0.1%
iShares ESG Aware U.S. Aggregate Bond ETF Mutual Fund	Other securities	—	—	$3K	<0.1%
Vanguard Dividend Appreciation ETF Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
iShares ESG Aware MSCI USA Small-Cap ETF Mutual Fund	Other securities	—	—	$3K	<0.1%
Goldman Sachs ActiveBeta Japan Equity ETF Mutual Fund	Other securities	—	—	$2K	<0.1%
Goldman Sachs ActiveBeta US Small Cap Equity ETF Mutual Fund	Other securities	—	—	$2K	<0.1%
Invesco Emerging Markets Sovereign Debt ETF Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Schwab U.S. REIT ETF Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Goldman Sachs Access U.S. Aggregate Bond ETF Mutual Fund	Other securities	—	—	$2K	<0.1%
Goldman Sachs Access Investment Grade Corporate Bond ETF Mutual Fund	Other securities	—	—	$1K	<0.1%
Goldman Sachs Access Emerging Markets USD Bond ETF Mutual Fund	Other securities	—	—	$1K	<0.1%
Invesco QQQ Trust Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
Vanguard U.S. Large-Cap Growth Equity ETF Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
iShares ESG Aware USD Corporate Bond ETF Mutual Fund	Other securities	—	—	$1K	<0.1%
Vanguard LongTerm Government Bond Mutual Fund	U.S. Treasuries	—	—	$1K	<0.1%