Original filing (PDF)20250320154751NAL0003576739001

W. J. GROSVENOR & COMPANY

Name: W. J. GROSVENOR & COMPANY — W. J. GROSVENOR & COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: W. J. GROSVENOR & COMPANY

Form 5500-SF

FILING_RECEIVED

W. J. GROSVENOR & COMPANY PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W. J. GROSVENOR & COMPANY.

Plan sponsor

Name

W. J. GROSVENOR & COMPANY

EIN

04-1404330

Address

134 CHELMSFORD ROAD · NORTH BILLERICA, MA · 01862

Phone

(978) 495-5447

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-10

Filed

2025-03-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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