Original filing (PDF)20251007101327NAL0004604305001

L. L. GRIMES & SON, INC.

Name: L. L. GRIMES & SON, INC. — L. L. GRIMES PLUMBING CASH BALANCE PLAN, Form 5500 (2024)
Creator: L. L. GRIMES & SON, INC.

Form 5500-SF

FILING_RECEIVED

L. L. GRIMES PLUMBING CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

Plan health score

100

/ 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L. L. GRIMES & SON, INC..

Plan sponsor

Name

L. L. GRIMES & SON, INC.

EIN

58-1402621

Address

149 ROBERSON MILL ROAD · MILLEDGEVILLE, GA · 31061

Phone

(478) 452-9175

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

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

2025-10-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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