How big is Garrod Trust's plan?

Garrod Trust's plan reported $3.8M in assets and 65 participants for 2024.

Original filing (PDF)20250910124116NAL0044466690001

Garrod Trust

Name: Garrod Trust — Garrod Trust 401(k), Form 5500 (2024)
Creator: Garrod Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garrod Trust 401(k)

401(k) retirement plan · Garrod Trust's Garrod Trust 401(k) held $3.8M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

JAN Garrod signed Garrod Trust's 2024 Form 5500 as plan administrator.

JAN Garrod — 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

Garrod Trust's EIN is 94-1749609.

EIN 94-1749609

Plan number 001

Plan year 2024

ACK ID 20250910124116NAL0044466690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Garrod Trust'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 GARROD TRUST.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

GARROD TRUST

EIN

all filings

Address

22647 GARROD ROAD · SARATOGA, CA · 95070

Phone

(408) 867-9527

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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