Original filing (PDF)20250715140022NAL0003409232001

GRUBB & ASSOCIATES LPA

Name: GRUBB & ASSOCIATES LPA — GRUBB & ASSOCIATES LPA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GRUBB & ASSOCIATES LPA

Form 5500-SF

FILING_RECEIVED

GRUBB & ASSOCIATES LPA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GRUBB & ASSOCIATES LPA

EIN

26-2537339all filings

Address

437 LAFAYETTE RD STE 260 · MEDINA, OH · 442563713

Phone

(330) 725-7252

Industry