How big is David Granner Agency's plan?

David Granner Agency's plan reported $1.9M in assets and 4 participants for 2023.

Original filing (PDF)20240325111037NAL0010322305001

David Granner Agency

Name: David Granner Agency — David Granner Agency 401(k), Form 5500 (2023)
Creator: David Granner Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Granner Agency 401(k) Plan

401(k) retirement plan · David Granner Agency's David Granner Agency 401(k) Plan held $1.9M in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

David Granner signed David Granner Agency's 2023 Form 5500 as plan administrator.

David Granner — 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 Granner Agency's EIN is 38-3514121.

EIN 38-3514121

Plan number 001

Plan year 2023

ACK ID 20240325111037NAL0010322305001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David Granner Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David Granner Agency'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 DAVID GRANNER AGENCY.

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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