How big is Gillis Capital, LP's plan?

Gillis Capital, LP's plan reported $5.3M in assets and 83 participants for 2024.

Original filing (PDF)20250530131244NAL0005275203001

Gillis Capital, LP

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

Form 5500-SF

FILING_RECEIVED

Gillis Capital, LP 401(k) Plan

401(k) retirement plan · Gillis Capital, LP's Gillis Capital, LP 401(k) Plan held $5.3M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Brenda Sellers signed Gillis Capital, LP's 2024 Form 5500 as plan administrator.

Brenda Sellers — 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

Gillis Capital, LP's EIN is 84-3991708.

EIN 84-3991708

Plan number 002

Plan year 2024

ACK ID 20250530131244NAL0005275203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off