How big is ROOM to GROW's plan?

ROOM to GROW's plan reported $1.1M in assets and 55 participants for 2024.

Original filing (PDF)20251007095933NAL0002363411001

ROOM to GROW

Name: ROOM to GROW — ROOM to GROW 403(b) Plan, Form 5500 (2024)
Creator: ROOM to GROW
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOM to GROW 403(b) Plan

403(b) retirement plan · ROOM to GROW's ROOM to GROW 403(b) Plan held $1.1M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Joanna Groccia signed ROOM to GROW's 2024 Form 5500 as plan administrator.

Joanna Groccia — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ROOM to GROW's EIN is 13-4012096.

EIN 13-4012096

Plan number 001

Plan year 2024

ACK ID 20251007095933NAL0002363411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROOM to GROW from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROOM to GROW's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOM TO GROW.

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Plan health score

Above-average plan

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.

Plan sponsor

Name

ROOM TO GROW

EIN

all filings

Address

424 EAST 147TH ST FLOOR 5 · BRONX, NY · 10455

Phone

(212) 620-7800

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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