How big is Gresham Partners, LLC's plan?

Gresham Partners, LLC's plan reported $21.0M in assets and 68 participants for 2024.

Original filing (PDF)20250626095151NAL0004921395001

Gresham Partners, LLC

Name: Gresham Partners, LLC — Gresham Partners, LLC 401(k), Form 5500 (2024)
Creator: Gresham Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gresham Partners, LLC 401(k) Plan

401(k) retirement plan · Gresham Partners, LLC's Gresham Partners, LLC 401(k) Plan held $21.0M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.0M

Net assets (EOY)

$21.0M

People on this filing

Joseph Richardson signed Gresham Partners, LLC's 2024 Form 5500 as plan administrator.

Joseph Richardson — 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

Gresham Partners, LLC's EIN is 36-4174321.

EIN 36-4174321

Plan number 001

Plan year 2024

ACK ID 20250626095151NAL0004921395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gresham Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gresham Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 GRESHAM PARTNERS, 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