Original filing (PDF)20250407145150NAL0018592481001

GARRETT, HEMANN, ROBERTSON P.C.

Name: GARRETT, HEMANN, ROBERTSON P.C. — GARRETT HEMANN ROBERTSON P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GARRETT, HEMANN, ROBERTSON P.C.

Form 5500-SF

FILING_RECEIVED

GARRETT HEMANN ROBERTSON P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARRETT, HEMANN, ROBERTSON P.C..

Plan sponsor

Name

GARRETT, HEMANN, ROBERTSON P.C.

EIN

93-0675801

Address

4895 SKYLINE ROAD S. · SALEM, OR · 97306

Phone

(503) 581-1501

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-04-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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