Trout, Ebersole & Groff, LLP's EIN is 23-1551315.
Download the official 2023 Form 5500 (PDF) for Trout, Ebersole & Groff, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trout, Ebersole & Groff, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT & BENEFIT SYSTEMS LLC | 06-1456310 | — | THIRD PARTY ADMIN | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company Guaranteed Investment Contract | Stable Value | — | — | $5.1M | 14.4% | |
| 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% | |
| Massachusetts Mutual Life Insurance Company Invesco Oppenheimer International Gr Y | Mutual Funds | — | — | $339K | 1.0% | |
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TROUT EBERSOLE & GROFF LLP | — | LANCASTER, PA | OTHER-SELF | $3K | — |
