How big is Gross Insurance Agency, LLC's plan?

Gross Insurance Agency, LLC's plan reported $3.2M in assets and 10 participants for 2025.

Original filing (PDF)20260421155802NAL0004455584001

Gross Insurance Agency, LLC

Name: Gross Insurance Agency, LLC — Gross Insurance, Form 5500 (2025)
Creator: Gross Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gross Insurance Agency, LLC 401(k) Plan

401(k) retirement plan · Gross Insurance Agency, LLC's Gross Insurance Agency, LLC 401(k) Plan held $3.2M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

David Gross signed Gross Insurance Agency, LLC's 2025 Form 5500 as plan administrator.

David Gross — 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

Gross Insurance Agency, LLC's EIN is 20-2057623.

EIN 20-2057623

Plan number 001

Plan year 2025

ACK ID 20260421155802NAL0004455584001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gross Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gross Insurance Agency, 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 GROSS INSURANCE AGENCY, LLC.

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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

Helping the score