Back to filter
Original filing (PDF)20250728143348NAL0002403504001
GRANTHAMPOOLE, PLLC
Form 5500-SF
FILING_RECEIVED
GRANTHAMPOOLE, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
111
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRANTHAMPOOLE, PLLC.
Plan sponsor
Name
GRANTHAMPOOLE, PLLC
EIN
64-0903390
Address
1062 HIGHLAND COLONY PARKWAY · SUITE 201 · RIDGELAND, MS · 39157
Phone
(601) 499-2400
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size CPA Offices plans
SEWARD AND MONDE
SEWARD AND MONDE RETIREMENT PLAN
$11.3M · 32 participants
MORISON COGEN LLP
MORISON COGEN LLP 401(K) RETIREMENT PLAN
$11.3M · 34 participants
TDT CPAS AND ADVISORS, P.C.
TDT CPAS AND ADVISORS, P.C. SAVINGS PLAN
$11.3M · 37 participants
WEIR AND FECHT
WEIR AND FECHT PROFIT SHARING PLAN
$11.4M · 2 participants
KBF CPAS LLP
KBF CPAS LLP CASH BALANCE PLAN
$11.3M · 130 participants
RAINES & FISCHER, LLP
RAINES & FISCHER, LLP 401K PROFIT SHARING PLAN
$11.4M · 22 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants