How big is Stephen C GREY & Associates LL's plan?

Stephen C GREY & Associates LL's plan reported $2.7M in assets and 16 participants for 2024.

Original filing (PDF)20250626160932NAL0012738208001

Stephen C GREY & Associates LL

Name: Stephen C GREY & Associates LL — Stephen C GREY &, Form 5500 (2024)
Creator: Stephen C GREY & Associates LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen C GREY & Associates LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stephen C GREY & Associates LL's Stephen C GREY & Associates LL 401(k) Profit Sharing Plan & Trust held $2.7M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

YANI Dusseau signed Stephen C GREY & Associates LL's 2024 Form 5500 as plan administrator.

YANI Dusseau — 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

Stephen C GREY & Associates LL's EIN is 91-1871823.

EIN 91-1871823

Plan number 001

Plan year 2024

ACK ID 20250626160932NAL0012738208001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen C GREY & Associates LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen C GREY & Associates LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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