How big is GROW Cedar Valley's plan?

GROW Cedar Valley's plan reported $2.2M in assets and 11 participants for 2024.

Original filing (PDF)20250904145031NAL0016394145001

GROW Cedar Valley

Name: GROW Cedar Valley — GROW Cedar Valley 401(k) Plan, Form 5500 (2024)
Creator: GROW Cedar Valley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GROW Cedar Valley 401(k) Plan

401(k) retirement plan · GROW Cedar Valley's GROW Cedar Valley 401(k) Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Sandra Sommerfelt signed GROW Cedar Valley's 2024 Form 5500 as plan administrator.

Sandra Sommerfelt — 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

GROW Cedar Valley's EIN is 42-1241941.

EIN 42-1241941

Plan number 001

Plan year 2024

ACK ID 20250904145031NAL0016394145001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

GROW Cedar Valley's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

GROW CEDAR VALLEY

EIN

all filings

Address

360 WESTFIELD AVE STE 200 · WATERLOO, IA · 507011325

Phone

(319) 232-1156

Industry

Other Services (ex. Public Admin)

Plan administrator