Original filing (PDF)20251008120303NAL0005811313001

CROGHAN & CROGHAN, P.C.

Name: CROGHAN & CROGHAN, P.C. — CROGHAN & CROGHAN, P.C. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CROGHAN & CROGHAN, P.C.

Form 5500-SF

FILING_RECEIVED

CROGHAN & CROGHAN, P.C. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROGHAN & CROGHAN, P.C..

Plan sponsor

Name

CROGHAN & CROGHAN, P.C.

EIN

43-1309602

Address

11007 MANCHESTER ROAD · ST. LOUIS, MO · 63122

Phone

(314) 966-6644

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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