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Sponsor portfolio

GARRETT & GARRETT PTR

EIN 55-0584900-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
5
11631 STATE ROAD 259 - MATHIAS, WV 268128243304-897-5968
Plans on this EIN
2 filings
#001ProfitSharing-$1.8M - 3 part#002401k-$6K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • GUST PROFIT-SHARING PLAN (#001)100%
  • GARRETT 401K PLAN (#002)0%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GUST PROFIT-SHARING PLAN (#001)3
  • GARRETT 401K PLAN (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GARRETT & GARRETT GUST PROFIT-SHARING PLAN

ProfitSharing

Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GARRETT & GARRETT 401K PLAN

401k

Assets$6K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GARRETT & GARRETT GUST PROFIT-SHARING PLANProfitSharing$1.8M32025
002GARRETT & GARRETT 401K PLAN401k$6K22025
Retirement plans
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