How big is The Grogan Group, LLC's plan?

The Grogan Group, LLC's plan reported $811K in assets and 5 participants for 2025.

Original filing (PDF)20260508122400NAL0007148130001

The Grogan Group, LLC

Name: The Grogan Group, LLC — Grogan and Grogan 401(k), Form 5500 (2025)
Creator: The Grogan Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grogan and Grogan 401(k) Plan

401(k) retirement plan · The Grogan Group, LLC's Grogan and Grogan 401(k) Plan held $811K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

People on this filing

Laurie Stokes signed The Grogan Group, LLC's 2025 Form 5500 as plan administrator.

Laurie Stokes — 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

The Grogan Group, LLC's EIN is 20-2431801.

EIN 20-2431801

Plan number 001

Plan year 2025

ACK ID 20260508122400NAL0007148130001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Grogan Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Grogan Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE GROGAN GROUP, LLC.

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Plan health score

Top-tier plan health

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