How big is Griff and Associates, L.P.'s plan?

Griff and Associates, L.P.'s plan reported $2.8M in assets and 133 participants for 2023.

Original filing (PDF)20240731113822NAL0036422576001

Griff and Associates, L.P.

Name: Griff and Associates, L.P. — Griff & Associates, Form 5500 (2023)
Creator: Griff and Associates, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Griff & Associates 401(k) Retirement Plan

401(k) retirement plan · Griff and Associates, L.P.'s Griff & Associates 401(k) Retirement Plan held $2.8M in plan assets for 133 participants in 2023.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Todd Phinn signed Griff and Associates, L.P.'s 2023 Form 5500 as plan administrator.

Todd Phinn — 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

Griff and Associates, L.P.'s EIN is 23-2772251.

EIN 23-2772251

Plan number 001

Plan year 2023

ACK ID 20240731113822NAL0036422576001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Griff and Associates, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Griff and Associates, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRIFF AND ASSOCIATES, L.P..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score