Original filing (PDF)20250407224332NAL0028235440001

GREGORY & COOK, INC.

Name: GREGORY & COOK, INC. — THE GREGORY & COOK EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GREGORY & COOK, INC.

Form 5500-SF

FILING_RECEIVED

THE GREGORY & COOK EMPLOYEE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREGORY & COOK, INC..

Plan sponsor

Name

GREGORY & COOK, INC.

EIN

74-0877102

Address

10000 MEMORIAL DRIVE, SUITE 540 · HOUSTON, TX · 77024

Phone

(832) 255-2602

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

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 providers

Related plans

Similar-size Finance & Insurance plans

FRANCISCO PARNERS CONSULTING, LLC

FRANCISCO PARNERS CONSULTING 401(K) PLAN

$5.9M · 33 participants

TREE LINE CAPITAL PARTNERS, LLC

TREE LINE CAPITAL PARTNERS, LLC 401(K) PLAN

$5.9M · 32 participants

LEGACY PARTNERS, LLC

LEGACY PARTNERS, LLC 401(K) PROFIT SHARING PLAN

$5.9M · 3 participants

FAVUS INSTITUTIONAL RESEARCH, LLC

FAVUS INSTITUTIONAL RESEARCH, LLC DEFINED BENEFIT PLAN

$5.9M · 3 participants

POMPONIO RANCH, LLC

POMPONIO RANCH 401(K) PLAN