How big is Groundswell Financial LLC's plan?

Groundswell Financial LLC's plan reported $88K in assets and 1 participants for 2025.

Original filing (PDF)20260507220321NAL0002701347079

Groundswell Financial LLC

Name: Groundswell Financial LLC — Groundswell Financial, Form 5500 (2025)
Creator: Groundswell Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Groundswell Financial LLC 401(k) Plan

401(k) retirement plan · Groundswell Financial LLC's Groundswell Financial LLC 401(k) Plan held $88K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan identifiers

Groundswell Financial LLC's EIN is 39-4846455.

EIN 39-4846455

Plan number 001

Plan year 2025

ACK ID 20260507220321NAL0002701347079

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Groundswell Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Groundswell Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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