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  2. Garrison Management Group, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Garrison Management Group, LLC

EIN 81-4187014-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$11.2M assets
Welfare
1
$224K premiums
Participants
646
1001 CONGRESS AVE, SUITE 340 - AUSTIN, TX 78701816-407-8223
Plans on this EIN
3 filings
#001401(k)-$10.0M - 241 part#002Cash balance-$1.2M - 52 part#501Mixed-$224K - 353 lives

Retirement portfolio analytics

2 plans aggregated / $11.2M assets / 293 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PLAN AND TRUST (#001)90%
  • CASH BALANCE PENSION (#002)10%
Total $11.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)241
  • CASH BALANCE PENSION (#002)52
Total 293Click row to drill in

Benefits portfolio analytics

1 plan / $224K premiums / 353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$224K
  • Vision$224K
  • Life$224K
  • Long-term disability$224K
  • Other$224K
Total $224K5 rows
See carrier and broker market share with Pro.

Plan deep-dives

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

GARRISON MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$10.0M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GARRISON MANAGEMENT CASH BALANCE PENSION PLAN

Cash balance

Assets$1.2M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GARRISON MANAGEMENT GROUP, LLC HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$224K
Covered lives353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GARRISON MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST401(k)$10.0M2412024
002GARRISON MANAGEMENT CASH BALANCE PENSION PLANCash balance$1.2M522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GARRISON MANAGEMENT GROUP, LLC HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$224K3532025
Retirement plans
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