Original filing (PDF)20251214222406NAL0001379280001

GROSCHUP MARTIN WEALTH MANAGEMENT GROUP, LLC

Name: GROSCHUP MARTIN WEALTH MANAGEMENT GROUP, LLC — GROSCHUP WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: GROSCHUP MARTIN WEALTH MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

GROSCHUP WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GROSCHUP MARTIN WEALTH MANAGEMENT GROUP, LLC

EIN

27-3498029all filings

Address

3811 TURTLE CREEK BLVD. SUITE 1325 · DALLAS, TX · 75219

Phone

(214) 382-4433

Industry

Finance & Insurancesee all

Plan administrator