Groom & Cave, LLP 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Groom & Cave, LLP
  • Sponsor EIN: 770185200
  • Sponsor Address: 1570 THE ALAMEDA, SUITE 100, SAN JOSE, CA, 95126
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 11
  • Total Assets: $10.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202511$10.3M$0$0
202410$8.8M$172,686$165,810
202311$7.4M$104,016$132,675
20229$5.8M$101,889$136,019

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