How big is Torrey Growth & Income Advisor's plan?

Torrey Growth & Income Advisor's plan reported $913K in assets and 4 participants for 2024.

Original filing (PDF)20250714160657NAL0001010851001

Torrey Growth & Income Advisor

Name: Torrey Growth & Income Advisor — Torrey Growth &, Form 5500 (2024)
Creator: Torrey Growth & Income Advisor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Torrey Growth & Income Advisor 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Torrey Growth & Income Advisor's Torrey Growth & Income Advisor 401(k) Profit Sharing Plan & Trust held $913K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$913K

Net assets (EOY)

$913K

People on this filing

Gretchen Morgan signed Torrey Growth & Income Advisor's 2024 Form 5500 as plan administrator.

Gretchen Morgan — 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

Torrey Growth & Income Advisor's EIN is 20-4852758.

EIN 20-4852758

Plan number 002

Plan year 2024

ACK ID 20250714160657NAL0001010851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Torrey Growth & Income Advisor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Torrey Growth & Income Advisor'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 TORREY GROWTH & INCOME ADVISOR.

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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