How big is Gray CPA, LLC's plan?

Gray CPA, LLC's plan reported $225K in assets and 20 participants for 2024.

Original filing (PDF)20251007174615NAL0008376928001

Gray CPA, LLC

Name: Gray CPA, LLC — Gray CPA, LLC 401(k) Plan, Form 5500 (2024)
Creator: Gray CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gray CPA, LLC 401(k) Plan

401(k) retirement plan · Gray CPA, LLC's Gray CPA, LLC 401(k) Plan held $225K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Lateef Harris signed Gray CPA, LLC's 2024 Form 5500 as plan administrator.

Lateef Harris — 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

Gray CPA, LLC's EIN is 88-2871645.

EIN 88-2871645

Plan number 001

Plan year 2024

ACK ID 20251007174615NAL0008376928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gray CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gray CPA, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Plan sponsor

Name

GRAY CPA, LLC

EIN

all filings

Address

11670 FOUNTAINS DRIVE, SUITE 200 · MAPLE GROVE, MN · 55369

Phone

(612) 895-2705

Industry

CPA Offices· Professional & Technical Services

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

2025-10-07

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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