· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GRAGG & GRAGG, LLP — GRAGG & GRAGG, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250429100059NAL0000215843001
GRAGG & GRAGG, LLP
Form 5500-SF
FILING_RECEIVED
GRAGG & GRAGG, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GRAGG & GRAGG, LLP
.
Find decision makers
Plan sponsor
Name
GRAGG & GRAGG, LLP
EIN
56-2158195
Address
9 EAST MARION STREET · SHELBY, NC · 28150
Phone
(704) 482-2001
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
COMMUNITY CPA AND ASSOCIATES INC.
COMMUNITY CPA AND ASSOCIATES INC. CASH BALANCE PLAN
$4.0M · 26 participants
VANDER PLOEG, BERGAKKER & ASSOCIATES
VANDER PLOEG, BERGAKKER & ASSOCIATES 401(K) PROFIT SHARING PLAN
$3.9M · 18 participants
OCCPA, LLC.
OCCPA LLC 401(K) PROFIT SHARING PLAN
$3.9M · 24 participants
SIMPLIFIED BOOKKEEPING & TAX SER
SIMPLIFIED BOOKKEEPING & TAX SERVICE 401K PROFIT SHARING PLAN
$3.9M · 29 participants
RYAN BREEDYK & ASSOCIATES, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
RYAN BREEDYK & ASSOCIATES 401(K) PLAN
$3.9M · 15 participants
S.F. FISER & COMPANY, P.A.
S.F. FISER & COMPANY, P.A. PROFIT SHARING PLAN
$3.9M · 13 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
