· 2022–2024 · DOL EFAST2

Croghan & Croghan, P.C. — Croghan & Croghan, P.C., Form 5500 (2024)

Original filing (PDF)20251008120303NAL0005811313001

Croghan & Croghan, P.C.

Form 5500-SF

FILING_RECEIVED

Croghan & Croghan, P.C. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Croghan & Croghan, P.C.'s Croghan & Croghan, P.C. 401(k) Profit Sharing Plan & Trust held $12.5M in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

14

Accounts w/ balance

14

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

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

65

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROGHAN & CROGHAN, P.C..

Plan sponsor

Name

CROGHAN & CROGHAN, P.C.

EIN

43-1309602all filings

Address

11007 MANCHESTER ROAD · ST. LOUIS, MO · 63122

Phone

(314) 966-6644

Industry

CPA Offices· Professional & Technical Services

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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