· 2022–2024 · DOL EFAST2

DES Champs & Gregory, Inc. — DES Champs & Gregory, Form 5500 (2024)

Original filing (PDF)20250820105523NAL0006003122001

DES Champs & Gregory, Inc.

Form 5500-SF

FILING_RECEIVED

DES Champs & Gregory, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · DES Champs & Gregory, Inc.'s DES Champs & Gregory, Inc. 401(k) Profit Sharing Plan held $1.3M in plan assets for 14 participants in 2024.

Active participants

14

Accounts w/ balance

12

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

46

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DES CHAMPS & GREGORY, INC..

Plan sponsor

Name

DES CHAMPS & GREGORY, INC.

EIN

Address

1812 MANATEE AVE W · BRADENTON, FL · 342055927

Phone

(941) 748-1812

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-08-20

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)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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