Back to filter
Original filing (PDF)20250724164631NAL0005116161001
GROQ, INC.
Form 5500
FILING_RECEIVED
GROQ 401(K) PLAN
401(k) retirement plan
Active participants
185
Accounts w/ balance
233
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROQ, INC..
Plan sponsor
Name
GROQ, INC.
EIN
81-3891970
Address
400 CASTRO STREET · SUITE #600 · MOUNTAIN VIEW, CA · 94041
Phone
(650) 279-6699
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE, INC.
EIN
47-4474775
City
AUSTIN, TX
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Investments
25 direct securities· $16.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund " | — | — | — | $2.7M | 16.5% | |
| Fidelity 500 Index Fund " | — | — | — | $2.3M | 13.9% | |
| Fidelity Freedom Index 2055 Fund " | — | — | — | $1.6M | 9.9% | |
| Fidelity Freedom Index 2040 Fund " | — | — | — | $1.6M | 9.8% | |
| Fidelity Freedom Index 2035 Fund " | — | — | — | $1.6M | 9.7% | |
| Fidelity Freedom Index 2050 Fund " | — | — | — | $1.3M | 8.1% | |
| Fidelity Freedom Index 2025 Fund " | — | — | — | $1.1M | 7.0% | |
| Fidelity Freedom Index 2030 Fund " | — | — | — | $1.0M | 6.3% | |
| Fidelity Freedom Index 2060 Fund " | — | — | — | $554K | 3.4% | |
| Brokeragelink Self-directed brokerage account | — | — | — | $545K | 3.3% | |
| JP Morgan Large Cap Growth R6 " | — | — | — | $464K | 2.8% | |
| Gabelli US Treasury Money Market Fund " | — | — | — | $426K | 2.6% | |
| Vanguard FTSE Social Index Fund Admiral Mutual fund | — | — | — | $130K | 0.8% | |
| Fidelity US Bond Index Fund " | — | — | — | $118K | 0.7% | |
| Vanguard International Growth Fund Admiral Shares " | — | — | — | $118K | 0.7% | |
| Fidelity Freedom Index 2065 Fund " | — | — | — | $108K | 0.7% | |
| Dodge & Cox Income Fund Class X " | — | — | — | $106K | 0.6% | |
| Fidelity International Index Fund " | — | — | — | $90K | 0.5% | |
| Fidelity Extended Market Index Fund " | — | — | — | $86K | 0.5% | |
| Vanguard Equity-Income Fund Admiral Shares " | — | — | — | $84K | 0.5% | |
| Fidelity Freedom Index 2020 Fund " | — | — | — | $83K | 0.5% | |
| Fidelity Emerging Market Index Fund " | — | — | — | $55K | 0.3% | |
| Vanguard Strategic Small-Cap Equity Fund " | — | — | — | $44K | 0.3% | |
| DFA Large Cap International Portfolio Institutional Class " | — | — | — | $20K | 0.1% | |
| Fidelity Freedom Index 2015 Fund " | — | — | — | $3K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Custom Computer Programming plans
FLEXION, INC.
FLEXION, INC. 401(K) PROFIT SHARING PLAN
$16.4M · 250 participants
MORTGAGE INDUSTRY ADVISORY CORPORATION
MIAC ANALYTICS 401(K) PLAN
$16.3M · 89 participants
WEBPAGEFX, LLC
WEBPAGEFX, LLC 401(K) PLAN
$16.5M · 494 participants
MICROHEALTH LLC
MICROHEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST
$16.5M · 196 participants
CI&T, INC.
CI&T, INC. EMPLOYEES' 401(K) RETIREMENT PLAN
$16.3M · 104 participants
BRANDON ASSOCIATES, LTD.
BRANDON ASSOCIATES, LTD. 401(K) PLAN
$16.5M · 35 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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