How big is Terrence A. Grady & Associates Co., L.P.A.'s plan?

Terrence A. Grady & Associates Co., L.P.A.'s plan reported $414K in assets and 2 participants for 2024.

Original filing (PDF)20250821135003NAL0004215825001

Terrence A. Grady & Associates Co., L.P.A.

Name: Terrence A. Grady & Associates Co., L.P.A. — Form 5500 Plan 002 (2024)
Creator: Terrence A. Grady & Associates Co., L.P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terrence A. Grady & Associates Co., L.P.A. Cash Balance Plan

Defined-benefit pension plan · Terrence A. Grady & Associates Co., L.P.A.'s Terrence A. Grady & Associates Co., L.P.A. Cash Balance Plan held $414K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

People on this filing

Terrence Grady signed Terrence A. Grady & Associates Co., L.P.A.'s 2024 Form 5500 as plan administrator.

Terrence Grady — 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

Terrence A. Grady & Associates Co., L.P.A.'s EIN is 01-0775713.

EIN 01-0775713

Plan number 002

Plan year 2024

ACK ID 20250821135003NAL0004215825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Terrence A. Grady & Associates Co., L.P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Terrence A. Grady & Associates Co., L.P.A.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRENCE A. GRADY & ASSOCIATES CO., L.P.A..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score