· 2022–2024 · DOL EFAST2

GRAMOLL & ASSOCIATES INC — GRAMOLL & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250730164612NAL0005031825001

GRAMOLL & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

GRAMOLL & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

11

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

GRAMOLL & ASSOCIATES INC

EIN

30-1000852all filings

Address

4484 N OAKLAND AVE · SHOREWOOD, WI · 532111610

Phone

(414) 332-0838

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

YOUNG INSURANCE AGENCY, INC.

YOUNG INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

$551K · 4 participants

MCKAGUE INVESTMENT, INC.

MCKAGUE INVESTMENT INC 401(K) PROFIT SHARING PLAN

$551K · 1 participants

WGB-RABY, L.P. DBA CHAMPION RISK & INSURANCE SERVICES, L.P.

WGB-RABY, L.P. 401(K) PLAN

$551K · 35 participants

COSMO INSURANCE AGENCY

COSMO INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

$550K · 13 participants

LIVE LIFE HEALTHY, LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.