How big is Cosgrove Simpson, LLC's plan?

Cosgrove Simpson, LLC's plan reported $790K in assets and 4 participants for 2024.

Original filing (PDF)20250728132551NAL0002102113001

Cosgrove Simpson, LLC

Name: Cosgrove Simpson, LLC — Cosgrove Simpson Retirement, Form 5500 (2024)
Creator: Cosgrove Simpson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cosgrove Simpson Retirement Savings Plan

401(k) retirement plan · Cosgrove Simpson, LLC's Cosgrove Simpson Retirement Savings Plan held $790K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$790K

Net assets (EOY)

$790K

Plan identifiers

Cosgrove Simpson, LLC's EIN is 27-0279679.

EIN 27-0279679

Plan number 001

Plan year 2024

ACK ID 20250728132551NAL0002102113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cosgrove Simpson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cosgrove Simpson, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

COSGROVE SIMPSON, LLC

EIN

all filings

Address

7800 FORSYTH BOULEVARD · SUITE 610 · ST. LOUIS, MO · 63105

Phone

(314) 563-2495

Industry

Law Offices· Professional & Technical Services

Plan administrator