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THE GROWING ROOM EDUCATION COU — THE GROWING ROOM EDUCATION COU 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240913133414NAL0011729745001
THE GROWING ROOM EDUCATION COU
Form 5500-SF
FILING_RECEIVED
THE GROWING ROOM EDUCATION COU 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
106
Accounts w/ balance
21
Plan assets (EOY)
$215K
Net assets (EOY)
$215K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE GROWING ROOM EDUCATION COU
.
Find decision makers
Plan sponsor
Name
THE GROWING ROOM EDUCATION COU
EIN
68-0193610
Address
920 DIABLO RD · DANVILLE, CA · 94526
Phone
(925) 325-9629
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
CAUSE COMMUNICATIONS
CAUSE COMMUNICATIONS 401(K) PROFIT SHARING PLAN
$215K · 4 participants
MAX BOLEN ELECTRIC, INC.
MAX BOLEN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST
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C.H.E.K INSTITUTE, LLC
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$215K · 5 participants
ANTICA FARMACISTA LLC
ANTICA FARMACISTA LLC 401(K) PROFIT SHARING PLAN & TRUST
$214K · 3 participants
WEST FLORIDA PRECISION MACHINE
WEST FLORIDA PRECISION MACHINE 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$214K · 20 participants
PEERS AND PARTNERS, INC.
PEERS AND PARTNERS, INC. 401(K) PLAN
$214K · 11 participants
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RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
