· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SPENCER A. GRESHAM DBA GRESHAM LAW FIRM — GRESHAM LAW FIRM 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013170317NAL0000856339002
SPENCER A. GRESHAM DBA GRESHAM LAW FIRM
Form 5500-SF
FILING_RECEIVED
GRESHAM LAW FIRM 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPENCER A. GRESHAM DBA GRESHAM LAW FIRM
.
Find decision makers
Plan sponsor
Name
SPENCER A. GRESHAM DBA GRESHAM LAW FIRM
EIN
26-2114778
Address
PO BOX 759 · COLORADO SPRINGS, CO · 80901
Phone
(719) 636-3327
Industry
Law Offices
· Professional & Technical Services
see 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
PARKER BROWN MACAULAY & SHEERIN PC
PARKER, BROWN, MACAULAY & SHEERIN, P.C. 401(K) PLAN
$1.6M · 3 participants
GRANER LAW GROUP PA
GRANER LAW GROUP, PA 401(K) PLAN
$1.6M · 8 participants
THE WARD LAW GROUP, PL
THE WARD LAW GROUP, PL CASH BALANCE PLAN
$1.6M
SILBERBERG & KLEIN, LLP
SK HOLDINGS RETIREMENT PLAN
$1.6M · 3 participants
PRINCE GLOVER & HAYES PC
PRINCE, GLOVER & HAYES, P.C. RETIREMENT PLAN
$1.6M · 13 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SHEFFY, DENIGRIS, GREY & BEDARD, LLP
SHEFFY, DENIGRIS, GREY & BEDARD, LLP 401(K) PLAN
$1.6M · 8 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
