How big is GW Advisors, Inc.'s plan?

GW Advisors, Inc.'s plan reported $3.9M in assets and 37 participants for 2024.

Original filing (PDF)20251013162521NAL0002424112001

GW Advisors, Inc.

Name: GW Advisors, Inc. — GW Advisors 401(k) Plan, Form 5500 (2024)
Creator: GW Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GW Advisors 401(k) Plan

401(k) retirement plan · GW Advisors, Inc.'s GW Advisors 401(k) Plan held $3.9M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Meredith McCaskey signed GW Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Meredith McCaskey — 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

GW Advisors, Inc.'s EIN is 85-2827151.

EIN 85-2827151

Plan number 001

Plan year 2024

ACK ID 20251013162521NAL0002424112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

GW Advisors, Inc.'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 GW ADVISORS, INC..

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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