How big is Grote Partners' plan?

Grote Partners' plan reported $7.2M in assets and 7 participants for 2024.

Original filing (PDF)20250519140101NAL0000646593001

Grote Partners

Name: Grote Partners — Grote Partners Pension Plan, Form 5500 (2024)
Creator: Grote Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grote Partners Pension Plan

Defined-benefit pension plan · Grote Partners' Grote Partners Pension Plan held $7.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Christopher Licata signed Grote Partners' 2024 Form 5500 as plan administrator.

Christopher Licata — 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

Grote Partners' EIN is 22-3824305.

EIN 22-3824305

Plan number 001

Plan year 2024

ACK ID 20250519140101NAL0000646593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Grote Partners' plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score