How big is KRUM, Gergely & Oates, LLC's plan?

KRUM, Gergely & Oates, LLC's plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20251008135903NAL0003062755001

KRUM, Gergely & Oates, LLC

Name: KRUM, Gergely & Oates, LLC — KRUM, Gergely & Oates, Form 5500 (2024)
Creator: KRUM, Gergely & Oates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KRUM, Gergely & Oates, LLC 401(k) Plan

401(k) retirement plan · KRUM, Gergely & Oates, LLC's KRUM, Gergely & Oates, LLC 401(k) Plan held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

David M KRUM signed KRUM, Gergely & Oates, LLC's 2024 Form 5500 as plan administrator.

David M KRUM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KRUM, Gergely & Oates, LLC's EIN is 81-4232367.

EIN 81-4232367

Plan number 001

Plan year 2024

ACK ID 20251008135903NAL0003062755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KRUM, Gergely & Oates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KRUM, Gergely & Oates, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KRUM, GERGELY & OATES, LLC.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

KRUM, GERGELY & OATES, LLC

EIN

all filings

Address

200-A MONROE STREET · SUITE 305 · ROCKVILLE, MD · 20850

Phone

(301) 840-0080

Industry

Law Offices· Professional & Technical Services

Plan administrator