How big is Gross Financial Group, LLC's plan?

Gross Financial Group, LLC's plan reported $1.9M in assets and 27 participants for 2024.

Original filing (PDF)20251008184332NAL0014065874001

Gross Financial Group, LLC

Name: Gross Financial Group, LLC — Gross Financial Group, Form 5500 (2024)
Creator: Gross Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gross Financial Group, LLC 401(k) Plan

401(k) retirement plan · Gross Financial Group, LLC's Gross Financial Group, LLC 401(k) Plan held $1.9M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Steve Gross signed Gross Financial Group, LLC's 2024 Form 5500 as plan administrator.

Steve Gross — 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

Gross Financial Group, LLC's EIN is 45-3477811.

EIN 45-3477811

Plan number 001

Plan year 2024

ACK ID 20251008184332NAL0014065874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gross Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gross Financial Group, LLC'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 GROSS FINANCIAL GROUP, LLC.

Finding similar companies…

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