Original filing (PDF)20251015155637NAL0002706003001

GROVE COLLABORATIVE, INC.

Name: GROVE COLLABORATIVE, INC. — GROVE COLLABORATIVE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GROVE COLLABORATIVE, INC.

Form 5500

FILING_RECEIVED

GROVE COLLABORATIVE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

445

Accounts w/ balance

562

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

48 bps in Schedule C fees — 65% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROVE COLLABORATIVE, INC..

Plan sponsor

Name

GROVE COLLABORATIVE, INC.

EIN

46-1188214

Address

1301 SANSOME ST · SAN FRANCISCO, CA · 941111122

Phone

(832) 387-7185

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$63K	—

Investments

28 direct securities· $13.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Fdm Idx 2055 Ipr	—	—	—	$2.1M	15.7%
Fidelity 500 Index	—	—	—	$1.9M	14.3%
Fidelity Fdm Idx 2060 Ipr	—	—	—	$1.8M	13.4%
Fidelity Fdm Idx 2050 Ipr	—	—	—	$1.6M	12.4%
Fidelity Fdm Idx 2045 Ipr	—	—	—	$895K	6.8%
Fidelity Fdm Idx 2040 Ipr	—	—	—	$859K	6.6%
Fidelity Fdm Idx 2030 Ipr	—	—	—	$695K	5.3%
Fidelity Mid Cap Idx	—	—	—	$546K	4.2%
Fidelity Total Intl Idx	—	—	—	$541K	4.1%
JPMorgan Large Cap Growth R6	—	—	—	$522K	4.0%
Fidelity Fdm Idx 2035 Ipr	—	—	—	$319K	2.4%
Dodge & Cox Stock X	—	—	—	$244K	1.9%
Fidelity Fdm Idx 2065 Ipr	—	—	—	$225K	1.7%
Fidelity US Bond Idx	—	—	—	$188K	1.4%
Fidelity Sm Cap Idx	—	—	—	$183K	1.4%
Participants Participant Loans - Rates from 3.50% to 8.50% -	—	—	—	$87K	0.7%
Fidelity Real Estate Idx	—	—	—	$80K	0.6%
DFA US Small Cap I	—	—	—	$67K	0.5%
Victory S Est Val R6	—	—	—	$64K	0.5%
Dodge & Cox Income X	—	—	—	$63K	0.5%
Fidelity Common Stock 584 * Fidelity Mutual Funds	—	—	—	$60K	0.5%
Fidelity Fdm Idx 2010 Ipr	—	—	—	$56K	0.4%
Fidelity Government Money Market	—	—	—	$34K	0.3%
DFA Intl Small Co I	—	—	—	$30K	0.2%
DFA Intl Core Eq I	—	—	—	$19K	0.1%
Fidelity Fdm Idx 2025 Ipr	—	—	—	$13K	<0.1%
Self-Directed Brokerage Account * Fidelity Interest Bearing	—	—	—	$6K	<0.1%
Fidelity Fdm Idx 2020 Ipr	—	—	—	$3K	<0.1%