Gke23, LLC DBA Jason A. Sweitzer, Ameriprise Financial Advisor
Form 5500-SF
FILING_RECEIVED
Gke23, LLC 401(k) Profit Sharing Plan
401(k) retirement plan · Gke23, LLC DBA Jason A. Sweitzer, Ameriprise Financial Advisor's Gke23, LLC 401(k) Profit Sharing Plan held $325K in plan assets for 1 participants in 2025.
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$325K
Net assets (EOY)
$325K
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
97
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GKE23, LLC DBA JASON A. SWEITZER, AMERIPRISE FINANCIAL ADVISOR.
Plan sponsor
Name
GKE23, LLC DBA JASON A. SWEITZER, AMERIPRISE FINANCIAL ADVISOR
