Original filing (PDF)20250611115545NAL0015918737001

Gilmore & Associates, LLP

Name: Gilmore & Associates, LLP — Gilmore and Associates, Form 5500 (2024)
Creator: Gilmore & Associates, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gilmore and Associates LLP 401(k) Plan

401(k) retirement plan · Gilmore & Associates, LLP's Gilmore and Associates LLP 401(k) Plan held $3.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GILMORE & ASSOCIATES, LLP.

Plan sponsor

Name

GILMORE & ASSOCIATES, LLP

EIN

82-3870474all filings

Address

411 BOREL AVENUE · SUITE 501 · SAN MATEO, CA · 94402

Phone

(650) 432-6110

Industry