How big is Anita Grossman's plan?

Anita Grossman's plan reported $608K in assets for 2024.

Original filing (PDF)20250527133023NAL0004045635001

Anita Grossman

Name: Anita Grossman — Anita Grossman 401(k) Plan, Form 5500 (2024)
Creator: Anita Grossman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anita Grossman 401(k) Plan

401(k) retirement plan · Anita Grossman's Anita Grossman 401(k) Plan reported $608K in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

Plan identifiers

Anita Grossman's EIN is 20-5213753.

EIN 20-5213753

Plan number 001

Plan year 2024

ACK ID 20250527133023NAL0004045635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anita Grossman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anita Grossman's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

ANITA GROSSMAN

EIN

all filings

Address

1368 HELLER DRIVE · YARDLEY, PA · 19067

Phone

(215) 801-9601

Industry

Finance & Insurance

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

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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