GRADY, HAYES & NEARY, LLC 401(K) SAVINGS PLAN AND TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
25
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRADY, HAYES & NEARY, LLC.
Plan sponsor
Name
GRADY, HAYES & NEARY, LLC
EIN
20-8417533
Address
N14W23777 STONE RIDGE DRIVE · STE 200 · WAUKESHA, WI · 53188
Phone
(262) 347-2001
Industry
Law Offices· Professional & Technical Servicessee all
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
2025-04-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
