How big is Miles Grubb & Associates, LLC's plan?

Miles Grubb & Associates, LLC's plan reported $5.8M in assets and 115 participants for 2023.

Original filing (PDF)20241015083908NAL0014259123001

Miles Grubb & Associates, LLC

Name: Miles Grubb & Associates, LLC — Star EMS 401(k) Plan, Form 5500 (2023)
Creator: Miles Grubb & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Star EMS 401(k) Plan

401(k) retirement plan · Miles Grubb & Associates, LLC's Star EMS 401(k) Plan held $5.8M in plan assets for 115 participants in 2023.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

William Grubb signed Miles Grubb & Associates, LLC's 2023 Form 5500 as plan administrator.

William Grubb — 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

Miles Grubb & Associates, LLC's EIN is 11-3687518.

EIN 11-3687518

Plan number 001

Plan year 2023

ACK ID 20241015083908NAL0014259123001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Miles Grubb & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Miles Grubb & Associates, LLC'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 MILES GRUBB & ASSOCIATES, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score