Original filing (PDF)20251009054543NAL0003672995001

AGUIRRE GREER & CO

Name: AGUIRRE GREER & CO — AGUIRRE GREER & CO 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: AGUIRRE GREER & CO

Form 5500-SF

FILING_RECEIVED

AGUIRRE GREER & CO 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGUIRRE GREER & CO.

Plan sponsor

Name

AGUIRRE GREER & CO

EIN

27-4133326

Address

418 E. LA HABRA BLVD · WHITTIER, CA · 90631

Phone

(909) 394-0355

Industry

CPA 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

2025-10-09

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

LOUIS B. FRIZZELL, CPA, SOLE PROPRIETOR

LOUIS B. FRIZZELL, CPA, 401(K) PLAN

$195K · 2 participants

BILARDO & ASSOCIATES LLC

BILARDO & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

$195K · 5 participants

JUAN A. FIGUEROA, P.A., C.P.A.

JUAN A. FIGUEROA, P.A., C.P.A. 401(K) PLAN

$195K · 3 participants

UNITED CERTIFIED SERVICES CORPORATION

UNITED CERTIFIED SERVICES CORPORATION 401(K) PLAN

$194K · 4 participants

MY CPA, PA

MY CPA PA 401K PLAN