Original filing (PDF)20250728103836NAL0000788931001

GRANT BENNETT ASSOCIATES, APC

Name: GRANT BENNETT ASSOCIATES, APC — GRANT BENNETT ASSOCIATES, APC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GRANT BENNETT ASSOCIATES, APC

Form 5500-SF

FILING_RECEIVED

GRANT BENNETT ASSOCIATES, APC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 GRANT BENNETT ASSOCIATES, APC.

Plan sponsor

Name

GRANT BENNETT ASSOCIATES, APC

EIN

94-2692073

Address

10850 GOLD CENTER DRIVE, SUITE 260 · RANCHO CORDOVA, CA · 95670

Phone

(916) 922-5109

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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