Gross Kaplan & Osiol, L.L.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gross Kaplan & Osiol, L.L.C.
  • Sponsor EIN: 366156412
  • Sponsor Address: 9450 W. BRYN MAWR AVE., SUITE 310, ROSEMONT, IL, 600185272
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $4.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$4.1M$73,425$0
20233$3.5M$75,198$0
20223$2.8M$80,773$0

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