Katharine Hellett signed Grove Collaborative, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grove Collaborative, Inc.'s EIN is 46-1188214.
Download the official 2024 Form 5500 (PDF) for Grove Collaborative, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grove Collaborative, Inc.'s plan includes automatic enrollment, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $63K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Fdm Idx 2055 Ipr | Common Collective Trusts | — | — | $2.1M | 15.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.9M | 14.3% | |
| Fidelity Fdm Idx 2060 Ipr | Common Collective Trusts | — | — | $1.8M | 13.4% | |
| Fidelity Fdm Idx 2050 Ipr | Common Collective Trusts | — | — | $1.6M | 12.4% | |
| Fidelity Fdm Idx 2045 Ipr | Common Collective Trusts | — | — | $895K | 6.8% | |
| Fidelity Fdm Idx 2040 Ipr | Common Collective Trusts | — | — | $859K | 6.6% | |
| Fidelity Fdm Idx 2030 Ipr | Common Collective Trusts | — | — | $695K | 5.3% | |
| Fidelity Mid Cap Idx | Common Collective Trusts | — | — | $546K | 4.2% | |
| Fidelity Total Intl Idx | Common Collective Trusts | — | — | $541K | 4.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $522K | 4.0% | |
| Fidelity Fdm Idx 2035 Ipr | Common Collective Trusts | — | — | $319K | 2.4% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $244K | 1.9% | |
| Fidelity Fdm Idx 2065 Ipr | Common Collective Trusts | — | — | $225K | 1.7% | |
| Fidelity US Bond Idx | Common Collective Trusts | — | — | $188K | 1.4% | |
| Fidelity Sm Cap Idx | Common Collective Trusts | — | — | $183K | 1.4% | |
| Participants Participant Loans - Rates from 3.50% to 8.50% - | Bonds / Notes | — | — | $87K | 0.7% | |
| Fidelity Real Estate Idx | Common Collective Trusts | — | — | $80K | 0.6% | |
| DFA US Small Cap I | Mutual Funds | — | — | $67K | 0.5% | |
| Victory S Est Val R6 | Other securities | — | — | $64K | 0.5% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $63K | 0.5% | |
| Fidelity Common Stock 584 * Fidelity Mutual Funds | Mutual Funds | — | — | $60K | 0.5% | |
| Fidelity Fdm Idx 2010 Ipr | Common Collective Trusts | — | — | $56K | 0.4% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $34K | 0.3% | |
| DFA Intl Small Co I | Mutual Funds | — | — | $30K | 0.2% | |
| DFA Intl Core Eq I | Mutual Funds | — | — | $19K | 0.1% | |
| Fidelity Fdm Idx 2025 Ipr | Common Collective Trusts | — | — | $13K | <0.1% | |
| Self-Directed Brokerage Account * Fidelity Interest Bearing | Self-Directed Brokerage | — | — | $6K | <0.1% | |
| Fidelity Fdm Idx 2020 Ipr | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
