How big is David Grossman and Associates' plan?

David Grossman and Associates' plan reported $4.3M in assets and 9 participants for 2024.

Original filing (PDF)20250424103039NAL0015297970001

David Grossman and Associates

Name: David Grossman and Associates — David Grossman and, Form 5500 (2024)
Creator: David Grossman and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Grossman and Associates 401(k) Plan

401(k) retirement plan · David Grossman and Associates' David Grossman and Associates 401(k) Plan held $4.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

David Grossman signed David Grossman and Associates' 2024 Form 5500 as plan administrator.

David Grossman — 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

David Grossman and Associates' EIN is 36-4351538.

EIN 36-4351538

Plan number 001

Plan year 2024

ACK ID 20250424103039NAL0015297970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Grossman and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Grossman and Associates' 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 DAVID GROSSMAN AND ASSOCIATES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

DAVID GROSSMAN AND ASSOCIATES

EIN

all filings

Address

312 NORTH MAY STREET, SUITE 101 · CHICAGO, IL · 60607

Phone

(312) 829-3252

Industry

Professional & Technical Services

Plan administrator