How big is Groundswell Strategy's plan?

Groundswell Strategy's plan reported $442K in assets and 2 participants for 2024.

Original filing (PDF)20250925080401NAL0018890354001

Groundswell Strategy

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

Form 5500-SF

FILING_RECEIVED

Groundswell Strategy 401(k) Plan

401(k) retirement plan · Groundswell Strategy's Groundswell Strategy 401(k) Plan held $442K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

People on this filing

Carmen Rottenberg signed Groundswell Strategy's 2024 Form 5500 as plan administrator.

Carmen Rottenberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Groundswell Strategy's EIN is 84-4978330.

EIN 84-4978330

Plan number 001

Plan year 2024

ACK ID 20250925080401NAL0018890354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Groundswell Strategy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Groundswell Strategy'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 GROUNDSWELL STRATEGY.

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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

Vendor & structure

100

Helping the score