Original filing (PDF)20250701135550NAL0030766210001

GROVER-HOLLINGSWORTH & ASSOCIATES, INC.

Name: GROVER-HOLLINGSWORTH & ASSOCIATES, INC. — GROVER HOLLINGSWORTH & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GROVER-HOLLINGSWORTH & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

GROVER HOLLINGSWORTH & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROVER-HOLLINGSWORTH & ASSOCIATES, INC..

Plan sponsor

Name

GROVER-HOLLINGSWORTH & ASSOCIATES, INC.

EIN

95-3634314

Address

31129 VIA COLINAS, SUITE 707 · WESTLAKE VILLAGE, CA · 91362

Phone

(818) 889-0844

Industry

Professional & Technical Servicessee all

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

2025-07-01

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

AVIROM & ASSOCIATES, INC

AVIROM & ASSOCIATES INC. 401(K) RETIREMENT PLAN

$8.4M · 29 participants

CIVIL DESIGN SERVICES, INC.

CDS MUERY 401(K) PLAN

$7.9M · 110 participants

MAINELLI WAGNER & ASSOCIATES

MAINELLI WAGNER & ASSOCIATES 401K PROFIT SHARING PLAN

$7.8M · 38 participants

LOWE ENGINEERS, LLC

LOWE ENGINEERS, LLC 401(K) PROFIT SHARING PLAN

$7.5M · 134 participants

DOYLE & WACHTSTETTER, INC.

DOYLE & WACHTSTETTER, INC. 401(K) PLAN