How big is Grefe & Sidney, P.L.C.'s plan?

Grefe & Sidney, P.L.C.'s plan reported $7.2M in assets and 21 participants for 2024.

Original filing (PDF)20250729082421NAL0001436131001

Grefe & Sidney, P.L.C.

Name: Grefe & Sidney, P.L.C. — Grefe & Sidney, P.L.C., Form 5500 (2024)
Creator: Grefe & Sidney, P.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grefe & Sidney, P.L.C. Retirement Plan

401(k) retirement plan · Grefe & Sidney, P.L.C.'s Grefe & Sidney, P.L.C. Retirement Plan held $7.2M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Grefe & Sidney, P.L.C.'s EIN is 42-1431845.

EIN 42-1431845

Plan number 001

Plan year 2024

ACK ID 20250729082421NAL0001436131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grefe & Sidney, P.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grefe & Sidney, P.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (85th percentile).

Plan sponsor

Name

GREFE & SIDNEY, P.L.C.

EIN

all filings

Address

500 E COURT AVE STE 200 · DES MOINES, IA · 50309

Phone

(515) 245-4300

Industry

Law Offices· Professional & Technical Services

Plan administrator