Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
THE GROTAS FIRM, PC
EIN 47-2122873Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE GROTAS FIRM PC 401(K) PLAN
401k
Assets$871K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE GROTAS FIRM, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$456K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GROTAS FIRM PC 401(K) PLAN | 401k | $871K | 9 | 2025 | |
| 002 | THE GROTAS FIRM, PC CASH BALANCE PENSION PLAN | CashBalance | $456K | 6 | 2025 |
Retirement plans