How big is Richard A. Grimstad, CPA, P.C.'s plan?

Richard A. Grimstad, CPA, P.C.'s plan reported $2K in assets and 5 participants for 2024.

Original filing (PDF)20250701115656NAL0006994275004

Richard A. Grimstad, CPA, P.C.

Name: Richard A. Grimstad, CPA, P.C. — Richard A., Form 5500 (2024)
Creator: Richard A. Grimstad, CPA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard A. Grimstad, CPA, P.C. Advantage(k) Plan

401(k) retirement plan · Richard A. Grimstad, CPA, P.C.'s Richard A. Grimstad, CPA, P.C. Advantage(k) Plan held $2K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan identifiers

Richard A. Grimstad, CPA, P.C.'s EIN is 84-2383994.

EIN 84-2383994

Plan number 001

Plan year 2024

ACK ID 20250701115656NAL0006994275004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard A. Grimstad, CPA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard A. Grimstad, CPA, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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