How big is Gregory Terrell & Company's plan?

Gregory Terrell & Company's plan reported $836K in assets and 5 participants for 2024.

Original filing (PDF)20250731161406NAL0007393952001

Gregory Terrell & Company

Name: Gregory Terrell & Company — Gregory Terrell &, Form 5500 (2024)
Creator: Gregory Terrell & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory Terrell & Company 401(k) Plan

401(k) retirement plan · Gregory Terrell & Company's Gregory Terrell & Company 401(k) Plan held $836K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

People on this filing

Gregory Terrell signed Gregory Terrell & Company's 2024 Form 5500 as plan administrator.

Gregory Terrell — 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

Gregory Terrell & Company's EIN is 38-2451735.

EIN 38-2451735

Plan number 001

Plan year 2024

ACK ID 20250731161406NAL0007393952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregory Terrell & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory Terrell & Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREGORY TERRELL & COMPANY.

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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