How big is Garlick & TACK, Inc.'s plan?

Garlick & TACK, Inc.'s plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250624144234NAL0006964145001

Garlick & TACK, Inc.

Name: Garlick & TACK, Inc. — Cogent Valuation 401(k) Plan, Form 5500 (2024)
Creator: Garlick & TACK, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cogent Valuation 401(k) Plan

401(k) retirement plan · Garlick & TACK, Inc.'s Cogent Valuation 401(k) Plan held $2.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Garlick & TACK, Inc.'s EIN is 94-4511696.

EIN 94-4511696

Plan number 001

Plan year 2024

ACK ID 20250624144234NAL0006964145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Garlick & TACK, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Garlick & TACK, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GARLICK & TACK, INC.

EIN

all filings

Address

2625 TOWNSGATE RD · 340 · THOUSAND OAKS, CA · 91361

Phone

(818) 905-8330

Industry

Professional & Technical Services

Plan administrator