Original filing (PDF)20240909154433NAL0005676769001

GRIMBALL, COTTERILL & ASSOCIATES, LLC

Name: GRIMBALL, COTTERILL & ASSOCIATES, LLC — GRIMBALL & COTTERILL RETIREMENT PLAN, Form 5500 (2023)
Creator: GRIMBALL, COTTERILL & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

GRIMBALL & COTTERILL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRIMBALL, COTTERILL & ASSOCIATES, LLC.

Plan sponsor

Name

GRIMBALL, COTTERILL & ASSOCIATES, LLC

EIN

57-0856240

Address

600 BELTLINE BLVD · COLUMBIA, SC · 292053629

Phone

(803) 738-9525

Industry

Professional & Technical Servicessee all

Plan administrator