How big is John Geffert, LLC's plan?

John Geffert, LLC's plan reported $86K in assets and 2 participants for 2025.

Original filing (PDF)20260428220725NAL0015758304099

John Geffert, LLC

Name: John Geffert, LLC — John Geffert 401(k) Plan, Form 5500 (2025)
Creator: John Geffert, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Geffert 401(k) Plan

401(k) retirement plan · John Geffert, LLC's John Geffert 401(k) Plan held $86K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

People on this filing

Elantha Barry signed John Geffert, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

John Geffert, LLC's EIN is 92-2667884.

EIN 92-2667884

Plan number 001

Plan year 2025

ACK ID 20260428220725NAL0015758304099

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for John Geffert, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

John Geffert, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN GEFFERT, 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