· 2022–2024 · DOL EFAST2

Groom & Sons, LLC — Groom & Sons, LLC 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250722163026NAL0006642322001

Groom & Sons, LLC

Form 5500-SF

FILING_RECEIVED

Groom & Sons, LLC 401(k) Plan

401(k) retirement plan · Groom & Sons, LLC's Groom & Sons, LLC 401(k) Plan held $401K in plan assets for 9 participants in 2024.

Active participants

9

Accounts w/ balance

5

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

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

63

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GROOM & SONS, LLC.

Plan sponsor

Name

GROOM & SONS, LLC

EIN

47-5242388all filings

Address

31511 E. LONE JACK RD. · LEES SUMMIT, MO · 64086

Phone

(816) 524-7184

Industry

Wholesale Trade

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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