How big is The Grimaudo Agency's plan?

The Grimaudo Agency's plan reported $90K in assets and 7 participants for 2024.

Original filing (PDF)20250728063139NAL0002354896001

The Grimaudo Agency

Name: The Grimaudo Agency — The Grimaudo Agency 401(k), Form 5500 (2024)
Creator: The Grimaudo Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Grimaudo Agency 401(k) Plan

401(k) retirement plan · The Grimaudo Agency's The Grimaudo Agency 401(k) Plan held $90K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Shari Zimmerman signed The Grimaudo Agency's 2024 Form 5500 as plan administrator.

Shari Zimmerman — 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

The Grimaudo Agency's EIN is 06-1462289.

EIN 06-1462289

Plan number 001

Plan year 2024

ACK ID 20250728063139NAL0002354896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Grimaudo Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Grimaudo Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE GRIMAUDO AGENCY.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off