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GROVE WEALTH ADVISORS

EIN 46-2181770-financial services-Latest filing 2024
Plans
1
Retirement
1
$845K assets
Welfare
0
Participants
5
310 UNOCAL PLACE, SUITE 302 - SANTA ROSA, CA 95403707-385-8400grovewealthadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$845K - 5 part

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Retirement#001

GROVE WEALTH ADVISORS 401(K) PLAN & TRUST

401k

Assets$845K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GROVE WEALTH ADVISORS 401(K) PLAN & TRUST401k$845K52024
Retirement plans
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