· 2022–2024 · DOL EFAST2

ROBINSON, GRIMES & COMPANY, PC — ROBINSON, GRIMES & COMPANY, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250916100817NAL0001851969001

ROBINSON, GRIMES & COMPANY, PC

Form 5500-SF

FILING_RECEIVED

ROBINSON, GRIMES & COMPANY, PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

73

Accounts w/ balance

73

Plan assets (EOY)

$36.5M

Net assets (EOY)

$36.5M

Plan health score

85

/ 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

48

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBINSON, GRIMES & COMPANY, PC.

Plan sponsor

Name

ROBINSON, GRIMES & COMPANY, PC

EIN

58-1374304

Address

5637 WHITESVILLE ROAD · P.O. BOX 4299 · COLUMBUS, GA · 31904

Phone

(706) 324-5435

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

TOMMY HORST

EIN

81-2035355

City

KNOXVILLE, TN

Phone

(865) 966-1225

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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