TERRENCE A. GRADY & ASSOCIATES CO., L.P.A. CASH BALANCE PLAN

[ EIN: 01-0775713 | Plan No. 002 ]

Form 5500 filing classifies TERRENCE A. GRADY & ASSOCIATES CO., L.P.A. CASH BALANCE PLAN as a Defined Benefit plan, sponsored by TERRENCE A. GRADY & ASSOCIATES CO., L.P.A.. The plan is a Small Plan with 2 participants and total assets of $414,119 reported for the 2024 plan year.

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Plan Sponsor: TERRENCE A. GRADY & ASSOCIATES CO., L.P.A.

Location: 100 E. BROAD STREET, SUITE 2310, COLUMBUS, OH 43215

EIN: 010775713

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 2

Total Assets: $414,119

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