How big is Gerard Family LLC's plan?

Gerard Family LLC's plan reported $556K in assets and 4 participants for 2024.

Original filing (PDF)20250722125805NAL0001352259002

Gerard Family LLC

Name: Gerard Family LLC — Charles Schwab Rockford, Form 5500 (2024)
Creator: Gerard Family LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Schwab Rockford Retirement Trust

401(k) retirement plan · Gerard Family LLC's Charles Schwab Rockford Retirement Trust held $556K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

People on this filing

Plan Sponsor signed Gerard Family LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Gerard Family LLC's EIN is 86-2622121.

EIN 86-2622121

Plan number 001

Plan year 2024

ACK ID 20250722125805NAL0001352259002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gerard Family LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gerard Family LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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