Original filing (PDF)20250401120135NAL0004311331001

VOLLMER, DANIEL, GAEBE & GROVE

Name: VOLLMER, DANIEL, GAEBE & GROVE — VOLLMER, DANIEL, GAEBE & GROVE 401K PLAN, Form 5500 (2023)
Creator: VOLLMER, DANIEL, GAEBE & GROVE

Form 5500-SF

FILING_RECEIVED

VOLLMER, DANIEL, GAEBE & GROVE 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$821K

Net assets (EOY)

$821K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VOLLMER, DANIEL, GAEBE & GROVE.

Plan sponsor

Name

VOLLMER, DANIEL, GAEBE & GROVE

EIN

94-1553366all filings

Address

100 WILLOW PLAZA, SUITE 400 · VISALIA, CA · 932916236

Phone

(559) 733-1051

Industry