Original filing (PDF)20231012083420NAL0062660162001

GRENNAN FENDER HESS & POPARAD, LLP

Name: GRENNAN FENDER HESS & POPARAD, LLP — GRENNAN FENDER HESS & POPARAD, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: GRENNAN FENDER HESS & POPARAD, LLP

Form 5500-SF

FILING_RECEIVED

GRENNAN FENDER HESS & POPARAD, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 GRENNAN FENDER HESS & POPARAD, LLP.

Plan sponsor

Name

GRENNAN FENDER HESS & POPARAD, LLP

EIN

46-1685270

Address

1000 LEGION PLACE, SUITE 701 · ORLANDO, FL · 32801

Phone

(407) 896-4931

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

VAREY & VACCARIELLO CPAS PC

VAREY & VACCARIELLO CPAS PC PROFIT SHARING PLAN

$1.6M · 1 participants

VERNOIA, ENTERLINE & BREWER

VERNOIA, ENTERLINE & BREWER, CPA 401(K) SAVINGS PLAN

$1.6M · 10 participants

RYAN, HODGINS & ASSOCIATES CPAS

RYAN, HODGINS & ASSOCIATES CPAS 401(K) PLAN

$1.6M · 5 participants

FOLSOM, GARDNER, GOODWYN, MCALISTER, ROONEY, STEWART & WELKY, PLLC DBA

CARTER & COMPANY 401(K) PLAN

$1.6M · 21 participants

CHRISTINA M. JEN, CPA, P.C.