How big is GRG Enterprises, LLC's plan?

GRG Enterprises, LLC's plan reported $6.9M in assets and 329 participants for 2024.

Original filing (PDF)20251013114318NAL0001239905001

GRG Enterprises, LLC

Name: GRG Enterprises, LLC — GRG Enterprises, LLC 401(k), Form 5500 (2024)
Creator: GRG Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

GRG Enterprises, LLC 401(k) Plan

401(k) retirement plan · GRG Enterprises, LLC's GRG Enterprises, LLC 401(k) Plan held $6.9M in plan assets for 329 participants in 2024, with Empower as recordkeeper.

Signals · 1

~76 bps in Sched C fees

Active participants

329

Accounts w/ balance

146

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

GRG Enterprises, LLC's EIN is 61-1774107.

EIN 61-1774107

Plan number 001

Plan year 2024

ACK ID 20251013114318NAL0001239905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GRG Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GRG Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

GRG ENTERPRISES, LLC

EIN

all filings

Address

284 FLATHEAD AVENUE, SUITE 200 · WHITEFISH, MT · 599372672

Phone

(406) 862-5245

Industry

Accommodation & Food Services

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

2025-10-13

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$25K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

24 direct securities· $6.9M(100% of reported assets)

Other securities

$4.4M

15 holdings

Mutual Funds

$2.1M

6 holdings

Common Collective Trusts

$158K

1 holding

Bonds / Notes

$100K

1 holding

Common Stocks

$89K

1 holding

					% of plan
JPMorgan Growth Advantage R6 Mutual Fund	Other securities	—	—	$1.3M	19.4%
Vanguard Large Cap Index Adm Mutual Fund	Mutual Funds	—	—	$1.0M	15.0%
Key Guaranteed Portfolio Fund FBRIC	Other securities	—	—	$615K	9.0%
JPMorgan SmartRetirement Blend 2040 R6 Mutual Fund	Other securities	—	—	$594K	8.7%
MFS Intl Diversification Mutual Fund	Mutual Funds	—	—	$493K	7.2%
American Funds Washington Mutual R6 Mutual Fund	Mutual Funds	—	—	$488K	7.1%
JPMorgan SmartRetirement Blend 2035 R6 Mutual Fund	Other securities	—	—	$379K	5.5%
JPMorgan SmartRetirement Blend 2045 R6 Mutual Fund	Other securities	—	—	$322K	4.7%
Baird Midcap Inst Mutual Fund	Other securities	—	—	$281K	4.1%
JPMorgan SmartRetirement Blend 2050 R6 Mutual Fund	Other securities	—	—	$202K	3.0%
JPMorgan SmartRetirement Blend 2030 R6 Mutual Fund	Other securities	—	—	$193K	2.8%
Metropolitan West Total Return Bond Mutual Fund	Other securities	—	—	$185K	2.7%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$158K	2.3%
JPMorgan SmartRetirement Blend 2055 R6 Mutual Fund	Other securities	—	—	$128K	1.9%
Participant loans Rates from 4.25% to 9.50% $0	Bonds / Notes	—	—	$100K	1.5%
Allspring Small Company Growth R6 Mutual Fund	Common Stocks	—	—	$89K	1.3%
American Beacon Small Cp Val R5 Mutual Fund	Other securities	—	—	$86K	1.3%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$61K	0.9%
AB Global Bond Adv Mutual Fund	Other securities	—	—	$38K	0.6%
JPMorgan SmartRetirement Blend 2060 R6 Mutual Fund	Other securities	—	—	$38K	0.6%
JPMorgan SmartRetirement Blend 2025 R6 Mutual Fund	Other securities	—	—	$33K	0.5%
Fidelity Advisor International Growth Z Mutual Fund	Mutual Funds	—	—	$8K	0.1%
Causeway International Value Instl Mutual Fund	Other securities	—	—	$3K	<0.1%
Invesco Main Street Small Cap R6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%