Original filing (PDF)20260310150853NAL0003789729001

PLATE & COMPANY PC

Name: PLATE & COMPANY PC — PLATE & COMPANY RETIREMENT PLAN, Form 5500 (2024)
Creator: PLATE & COMPANY PC

Form 5500-SF

FILING_RECEIVED

PLATE & COMPANY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLATE & COMPANY PC.

Plan sponsor

Name

PLATE & COMPANY PC

EIN

42-1172773

Address

1003 MAIN STREET · GRINNELL, IA · 50112

Phone

(641) 236-8261

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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