How big is Gregory & Associates Financial Advisors, LLC's plan?

Gregory & Associates Financial Advisors, LLC's plan reported $85K in assets and 1 participants for 2025.

Original filing (PDF)20260422170648NAL0003821729001

Gregory & Associates Financial Advisors, LLC

Name: Gregory & Associates Financial Advisors, LLC — Form 5500 Plan 001 (2025)
Creator: Gregory & Associates Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GRA CPA 401(k) Plan

401(k) retirement plan · Gregory & Associates Financial Advisors, LLC's GRA CPA 401(k) Plan held $85K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Grant Gregory signed Gregory & Associates Financial Advisors, LLC's 2025 Form 5500 as plan administrator.

Grant Gregory — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gregory & Associates Financial Advisors, LLC's EIN is 27-3217318.

EIN 27-3217318

Plan number 001

Plan year 2025

ACK ID 20260422170648NAL0003821729001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gregory & Associates Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gregory & Associates Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GREGORY & ASSOCIATES FINANCIAL ADVISORS, LLC

DBA

GRA CPA

EIN

all filings

Address

316 FOREST AVENUE · ALTAMONTE SPRINGS, FL · 32701

Phone

(877) 455-3055

Industry