Original filing (PDF)20250728132551NAL0002102113001

COSGROVE SIMPSON, LLC

Name: COSGROVE SIMPSON, LLC — COSGROVE SIMPSON RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: COSGROVE SIMPSON, LLC

Form 5500-SF

FILING_RECEIVED

COSGROVE SIMPSON RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$790K

Net assets (EOY)

$790K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COSGROVE SIMPSON, LLC.

Plan sponsor

Name

COSGROVE SIMPSON, LLC

EIN

27-0279679all filings

Address

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

Phone

(314) 563-2495

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