Original filing (PDF)20241012140013NAL0013343331001

FREDERICK M. GROSSI & ASSOCIATES, INC.

Name: FREDERICK M. GROSSI & ASSOCIATES, INC. — FREDERICK M. GROSSI & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2023)
Creator: FREDERICK M. GROSSI & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

FREDERICK M. GROSSI & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$722K

Net assets (EOY)

$722K

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 FREDERICK M. GROSSI & ASSOCIATES, INC..

Plan sponsor

Name

FREDERICK M. GROSSI & ASSOCIATES, INC.

EIN

95-4718850

Address

9029 RESEDA BLVD., STE. 210 · NORTHRIDGE, CA · 91324

Phone

(818) 709-2800

Industry

Professional & Technical Servicessee all

Plan administrator

Name

SANTA BARBARA PENSION CONSULTANTS, INC.

EIN

77-0307834

City

SANTA BARBARA, CA

Phone

(805) 568-3814

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

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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