· 2022–2024 · DOL EFAST2

Gregory S Holbrook — Gregory S Holbrook 401(k), Form 5500 (2024)

Original filing (PDF)20250604104912NAL0031161330001

Gregory S Holbrook

Form 5500-SF

FILING_RECEIVED

Gregory S Holbrook 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Gregory S Holbrook's Gregory S Holbrook 401(k) Profit Sharing Plan & Trust held $14K in plan assets for 17 participants in 2024.

Active participants

17

Accounts w/ balance

1

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

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

100

Total plan cost

n/a

Plan health

33

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY S HOLBROOK.

Plan sponsor

Name

GREGORY S HOLBROOK

EIN

Address

1754 WHITING RD · MEMPHIS, NY · 131129757

Phone

(315) 516-0726

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

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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