How big is Nickey Gregory Company, LLC's plan?

Nickey Gregory Company, LLC's plan reported $3.9M in assets and 112 participants for 2024.

Original filing (PDF)20250421121718NAL0006387746001

Nickey Gregory Company, LLC

Name: Nickey Gregory Company, LLC — Nickey Gregory, Form 5500 (2024)
Creator: Nickey Gregory Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nickey Gregory Company, LLC 401(k) Plan

401(k) retirement plan · Nickey Gregory Company, LLC's Nickey Gregory Company, LLC 401(k) Plan held $3.9M in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Weston Smith signed Nickey Gregory Company, LLC's 2024 Form 5500 as plan administrator.

Weston Smith — 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

Nickey Gregory Company, LLC's EIN is 20-1668222.

EIN 20-1668222

Plan number 001

Plan year 2024

ACK ID 20250421121718NAL0006387746001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nickey Gregory Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nickey Gregory Company, LLC's plan includes 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 NICKEY GREGORY COMPANY, LLC.

Finding similar companies…

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 (5th percentile).

Helping the score