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Original filing (PDF)20251111113954NAL0006142513001
LARSON GROSS P.L.L.C.
Form 5500
FILING_RECEIVED
LARSON GROSS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LARSON GROSS P.L.L.C..
Plan sponsor
Name
LARSON GROSS P.L.L.C.
EIN
91-1663574
Address
2211 RIMLAND DRIVE · SUITE 422 · BELLINGHAM, WA · 98226
Phone
(360) 734-4280
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-06-30
Filed
2025-11-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARBOR INVESTMENT MANAGEMENT | 91-2093427 | — | NONE | $31K | — |
| NWPS | 91-1526584 | — | NONE | $12K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $5K | — |
Investments
25 direct securities · 1 pooled fund· $29.1M
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$29.1M
25 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund | — | — | — | $4.3M | 14.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.6M | 8.9% | |
| T. Rowe Price Dividend Growth Fund I | — | — | — | $2.4M | 8.2% | |
| PIMCO Income Fund Instl | — | — | — | $2.3M | 8.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.2M | 7.4% | |
| Goldman Sachs Stable Value Fund Institutional Series Class 1 | — | — | — | $1.7M | 5.7% | |
| Baird Core Plus Bond Inst | — | — | — | $1.6M | 5.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.5M | 5.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.2M | 4.2% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $1.1M | 3.7% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $970K | 3.3% | |
| Charles Schwab International Index Fund | — | — | — | $787K | 2.7% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund | — | — | — | $764K | 2.6% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $733K | 2.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $711K | 2.4% | |
| American Funds New World R6 | — | — | — | $704K | 2.4% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $690K | 2.4% | |
| American Funds EuroPacific Gr R6 | — | — | — | $578K | 2.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $562K | 1.9% | |
| JPMorgan Small Cap Equity R6 | — | — | — | $531K | 1.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $509K | 1.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $446K | 1.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $257K | 0.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $124K | 0.4% | |
| Vanguard Target Retirement 2070 | — | — | — | $28K | <0.1% | |
| GOLDMAN SACHS STABLE VALUE CTF INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
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