Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GEPHARDT GROUP, LLC
EIN 56-2498351international trade and developmentLatest filing 2025
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
25
2496 JETT FERRY ROAD, #102 - ATLANTA, GA 30338770-315-5515gephardtgroup.comLinkedIn1-10 employeesinternational trade and development
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.4M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GEPHARDT GROUP, LLC 401(K) PLAN
401k
Assets$7.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GEPHARDT GROUP, LLC RETIREMENT TRUST
CashBalance
Assets$4.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GEPHARDT GROUP, LLC 401(K) PLAN | 401k | $7.9M | 12 | 2025 | |
| 002 | GEPHARDT GROUP, LLC RETIREMENT TRUST | CashBalance | $4.5M | 13 | 2024 |
Retirement plans