How big is Staats, White & Grabner's plan?

Staats, White & Grabner's plan reported $609K in assets and 6 participants for 2024.

Original filing (PDF)20251015212524NAL0002901907001

Staats, White & Grabner

Name: Staats, White & Grabner — Staats, White & Grabner, Form 5500 (2024)
Creator: Staats, White & Grabner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Staats, White & Grabner Profit Sharing Plan

Defined-contribution retirement plan · Staats, White & Grabner's Staats, White & Grabner Profit Sharing Plan held $609K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

Plan identifiers

Staats, White & Grabner's EIN is 26-0135447.

EIN 26-0135447

Plan number 001

Plan year 2024

ACK ID 20251015212524NAL0002901907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Staats, White & Grabner from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Staats, White & Grabner's plan includes profit-sharing.

Decision-maker contacts

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

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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