Grove, Mueller & Swank, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Grove, Mueller & Swank, P.C.
  • Sponsor EIN: 930874157
  • Sponsor Address: 475 COTTAGE ST NE, SALEM, OR, 973013814
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $11.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$11.9M$424,568$4,376
202331$15.1M$241,973$397,496
202225$12.8M$205,928$325,908

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