How big is Gilchrist & Rutter Professional's plan?

Gilchrist & Rutter Professional's plan reported $3.1M in assets and 5 participants for 2024.

Original filing (PDF)20250919051056NAL0002565136001

Gilchrist & Rutter Professional

Name: Gilchrist & Rutter Professional — Gilchrist & Rutter, Form 5500 (2024)
Creator: Gilchrist & Rutter Professional
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gilchrist & Rutter Professional Corporation Partners Retirement

401(k) retirement plan · Gilchrist & Rutter Professional's Gilchrist & Rutter Professional Corporation Partners Retirement held $3.1M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jeanette Rodriguez signed Gilchrist & Rutter Professional's 2024 Form 5500 as plan administrator.

Jeanette Rodriguez — 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

Gilchrist & Rutter Professional's EIN is 95-3978586.

EIN 95-3978586

Plan number 001

Plan year 2024

ACK ID 20250919051056NAL0002565136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gilchrist & Rutter Professional from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gilchrist & Rutter Professional's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GILCHRIST & RUTTER PROFESSIONAL.

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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

Knocking points off