Back to filter
Original filing (PDF)20250606131333NAL0021615424001
TROUT, EBERSOLE & GROFF, LLP
Form 5500
FILING_RECEIVED
TROUT EBERSOLE & GROFF, LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
152
Plan assets (EOY)
$35.2M
Net assets (EOY)
$35.2M
How this plan invests
This plan
30 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROUT, EBERSOLE & GROFF, LLP.
Plan sponsor
Name
TROUT, EBERSOLE & GROFF, LLP
EIN
23-1551315
Address
1705 OREGON PIKE · LANCASTER, PA · 17601
Phone
(717) 569-2900
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WESSEL & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT & BENEFIT SYSTEMS LLC | 06-1456310 | — | THIRD PARTY ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TROUT EBERSOLE & GROFF LLP | — | LANCASTER, PA | OTHER-SELF | $3K | — |
Investments
30 pooled funds· $29.1M(83% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASSMUTUAL 60/40 ALLOCATION R5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4.1M | 11.6% |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3.6M | 10.2% |
| MASSMUTUAL 40/60 ALLOCATION R5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $2.6M | 7.5% |
| MASSMUTUAL 80/20 ALLOCATION R5 MASSMUTUAL · EIN 90-0799283 / PN 000 | Pooled Separate Account | $2.0M | 5.7% |
| MASSMUTUAL EQUITY OPPORTS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.5M | 4.2% |
| JPMORGAN US EQUITY R4 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.3M | 3.8% |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.3M | 3.7% |
| JPMORGAN LARGE CAP GROWTH R4 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.2M | 3.4% |
| MASSMUTUAL DIVERSIFIED R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.2M | 3.4% |
| FRANKLIN GROWTH ADV FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.2M | 3.4% |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.2M | 3.4% |
| MASSMUTUAL SMALL CAP OPPS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.0M | 2.9% |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $866K | 2.5% |
| INVESCO GLOBAL OPPORTUNITIES Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | $866K | 2.5% |
| MASSMUTUAL OVERSEAS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $745K | 2.1% |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $728K | 2.1% |
| NORTHERN MID CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $541K | 1.5% |
| MASSMUTUAL CORE BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $436K | 1.2% |
| MASSMUTUAL GLOBAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $416K | 1.2% |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $385K | 1.1% |
| INVESCO OPPENHEINER INT'L GR Y INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $339K | 1.0% |
| INVESCO REAL ESTATE Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | $319K | 0.9% |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | $289K | 0.8% |
| MASSMUTUAL SMALL COMPANY VAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $281K | 0.8% |
| NORTHERN INTERNATIONAL EQUITY INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $252K | 0.7% |
| MASSMUTUAL INFL-PROT AND INC I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $180K | 0.5% |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $137K | 0.4% |
| MASSMUTUAL 20/80 ALLOCATION R5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $53K | 0.1% |
| MASSMUTUAL GROWTH OPPS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MASSMUTUAL MAIN STREET R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
Related plans
Other plans using TROUT EBERSOLE & GROFF LLP
Similar-size CPA Offices plans
BOWMAN & COMPANY LLP
BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST
$35.3M · 115 participants
NISIVOCCIA LLP
NISIVOCCIA LLP 401(K) PLAN
$35.1M · 142 participants
ELLIN & TUCKER, CHARTERED
ELLIN & TUCKER, CHARTERED PROFIT SHARING 401K PLAN
$35.1M · 93 participants
KETEL THORSTENSON, LLP
KETEL THORSTENSON, LLP 401K PROFIT SHARING PLAN
$35.5M · 137 participants
ABDO, LLP
ABDO 401(K) PROFIT SHARING PLAN
$35.5M · 222 participants
GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C.
GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C. 401(K) THRIFT PLAN
$35.0M · 30 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B