Original filing (PDF)20250418131338NAL0002616705001

MEYER GATES FINANCIAL ADVISORS, INC.

Name: MEYER GATES FINANCIAL ADVISORS, INC. — MEYER GATES FINANCIAL ADVISORS RETIREMENT PLAN, Form 5500 (2024)
Creator: MEYER GATES FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

MEYER GATES FINANCIAL ADVISORS RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEYER GATES FINANCIAL ADVISORS, INC..

Plan sponsor

Name

MEYER GATES FINANCIAL ADVISORS, INC.

EIN

87-2253923all filings

Address

9078 UNION CENTRE BLVD · SUITE 350 · WEST CHESTER, OH · 45069

Phone

(937) 220-4915

Industry

Finance & Insurancesee all

Plan administrator