How big is Groome Holdings, LLC's plan?

Groome Holdings, LLC's plan reported $2.7M in assets and 182 participants for 2023.

Original filing (PDF)20241008154443NAL0017909905001

Groome Holdings, LLC

Name: Groome Holdings, LLC — Groome Holdings, LLC 401(k), Form 5500 (2023)
Creator: Groome Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Groome Holdings, LLC 401(k) Plan

401(k) retirement plan · Groome Holdings, LLC's Groome Holdings, LLC 401(k) Plan held $2.7M in plan assets for 182 participants in 2023.

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

182

Accounts w/ balance

208

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Groome Holdings, LLC's EIN is 46-1579202.

EIN 46-1579202

Plan number 001

Plan year 2023

ACK ID 20241008154443NAL0017909905001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Groome Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Groome Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 GROOME HOLDINGS, LLC.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score