Original filing (PDF)20251013132809NAL0002050976001

ROBERT D. GILMORE & ASSOCIATES, INC.

Name: ROBERT D. GILMORE & ASSOCIATES, INC. — ROBERT D. GILMORE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: ROBERT D. GILMORE & ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

ROBERT D. GILMORE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

162

Accounts w/ balance

266

Plan assets (EOY)

$42.2M

Net assets (EOY)

$36.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT D. GILMORE & ASSOCIATES, INC..

Plan sponsor

Name

ROBERT D. GILMORE & ASSOCIATES, INC.

EIN

23-1992323

Address

65 EAST BUTLER AVENUE · SUITE 100 · NEW BRITAIN, PA · 18901

Phone

(215) 345-4330

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3F · Sponsor used leased employees

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

KREISCHER MILLER

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $41.0M(97% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Robert D. Gilmore & Associates, Inc. common stock 55,501 shares; $738.21 per share	—	—	$17.2M	$41.0M	97.0%

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