Original filing (PDF)20250718090041NAL0002344514001

GRIFFIN ASSET MANAGEMENT LLC

Name: GRIFFIN ASSET MANAGEMENT LLC — GRIFFIN ASSET MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: GRIFFIN ASSET MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

GRIFFIN ASSET MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

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 average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRIFFIN ASSET MANAGEMENT LLC.

Plan sponsor

Name

GRIFFIN ASSET MANAGEMENT LLC

EIN

35-2614286

Address

230 PARK AVE 4TH FLOOR · NEW YORK, NY · 10169

Phone

(212) 574-4054

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

THE PINNACLE FINANCIAL GROUP

THE PINNACLE FINANCIAL GROUP 401(K) PLAN

$658K · 4 participants

FONTENOT WEALTH GROUP, LLC

FONTENOT WEALTH GROUP, LLC 401(K) PLAN AND TRUST

$658K · 4 participants

PITTMAN WEALTH MANAGEMENT, LLC

PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP

$658K · 3 participants

RIDGE GROUP INVESTMENTS, INC.

RIDGE GROUP INVESTMENTS 401(K) PLAN

$658K · 8 participants

FOCUS STRATEGIES LLC

FOCUS STRATEGIES 401(K) PROFIT SHARING PLAN