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Original filing (PDF)20260120080634NAL0004714498001
ST. GREGORY GROUP, INC. DBA ST. GREGORY GROUP MARKETING COMMUNICATIONS
Form 5500-SF
FILING_RECEIVED
ST. GREGORY GROUP MARKETING COMMUNICATIONS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
100
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 ST. GREGORY GROUP, INC. DBA ST. GREGORY GROUP MARKETING COMMUNICATIONS.
Plan sponsor
Name
ST. GREGORY GROUP, INC. DBA ST. GREGORY GROUP MARKETING COMMUNICATIONS
EIN
31-1358500
Address
9435 WATERSTONE BLVD. - SUITE 180 · CINCINNATI, OH · 45249
Phone
(513) 769-8440
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
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
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