Back to filter
Original filing (PDF)20250916145201NAL0002076721001
LAWRENCE CUSTER GRASMICK JONES & DO
Form 5500-SF
FILING_RECEIVED
LAWRENCE CUSTER 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
14
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
87
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE CUSTER GRASMICK JONES & DO.
Plan sponsor
Name
LAWRENCE CUSTER GRASMICK JONES & DO
EIN
27-2372823
Address
5245 RONALD REGAN BLVD SUITE 1 · JOHNSTOWN, CO · 80524
Phone
(970) 622-8181
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
PETRUCCELLI,MARTIN & HADDOW,LLP
PETRUCCELLI,MARTIN & HADDOW,LLP PROFIT SHARING PLAN
$1.7M · 11 participants
ANOUGE & ASSOCIATES PA, DBA THE ANOUGE LAW FIRM
ANOUGE & ASSOCIATES 401(K) PLAN & TRUST
$1.7M · 5 participants
PATRICK S. FLYNN, LLC
PATRICK S. FLYNN, LLC 401(K) PLAN
$1.7M · 4 participants
SAKALARIOS BLACKWELL & SCHOCK
SAKALARIOS BLACKWELL & SCHOCK PLLC, 401(K) PLAN
$1.7M · 15 participants
MUSI, MERKINS, DAUBENBERGER & CLARK, LLP
MUSI, MERKINS, DAUBENBERGER & CLARK, LLP PS PLAN
$1.7M · 10 participants
GARTENBERG GELFAND DOLUKHANYAN LLP
GARTENBERG GELFAND DOLUKHANYAN LLP PROFIT SHARING PLAN
$1.7M · 3 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