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Original filing (PDF)20251014142430NAL0006307234001
GROWGENERATION CORP
Form 5500
FILING_RECEIVED
GROWGENERATION CORP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
281
Accounts w/ balance
344
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROWGENERATION CORP.
Plan sponsor
Name
GROWGENERATION CORP
EIN
46-5008129
Address
5619 DTC PARKWAY · SUITE 900 · GREENWOOD VILLAGE, CO · 80111
Phone
(720) 845-6700
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPLANS SERVICES | 36-1543746 | — | PENSION CONSULTANTS | $18K | — |
Investments
22 direct securities · 1 pooled fund· $5.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.5M
22 holdings
Common Collective Trust
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm | — | — | — | $1.1M | 19.1% | |
| State Street Target Retirement 2055 Fund K | — | — | — | $898K | 16.2% | |
| State Street Target Retirement 2050 Fund K | — | — | — | $770K | 13.9% | |
| State Street Target Retirement 2045 Fund K | — | — | — | $409K | 7.4% | |
| Fidelity 500 Index Fund | — | — | — | $329K | 5.9% | |
| State Street Target Retirement 2040 Fund K | — | — | — | $311K | 5.6% | |
| State Street Target Retirement 2035 Fund K | — | — | — | $273K | 4.9% | |
| State Street Target Retirement 2025 Fund K | — | — | — | $266K | 4.8% | |
| State Street Target Retirement 2060 Fund K | — | — | — | $246K | 4.4% | |
| Vanguard Small Cap Growth Index Adm | — | — | — | $116K | 2.1% | |
| State Street Target Retirement 2030 Fund K | — | — | — | $110K | 2.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $109K | 2.0% | |
| Participants | — | — | — | $100K | 1.8% | |
| State Street Target Retirement 2065 K | — | — | — | $99K | 1.8% | |
| Vanguard Balanced Index Adm | — | — | — | $84K | 1.5% | |
| Vanguard Value Index Adm | — | — | — | $76K | 1.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $75K | 1.4% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $74K | 1.3% | |
| SSgA Target Retirement Target Retirement Fund K | — | — | — | $61K | 1.1% | |
| iShares MSCI EAFE International Index Fund K | — | — | — | $38K | 0.7% | |
| MWILMINGTON METLIFE STABLE VAL SO F WILMINGTON TRUST RETIREMENT & INSTITUTIONAL SERVICE COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $26K | 0.5% | |
| State Street Aggregate Bond Index Fund K | — | — | — | $11K | 0.2% | |
| State Street Target Retirement 2020 Fund K | — | — | — | $191 | <0.1% |
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