Assets by plan
Share of aggregate retirement assets
89%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | S GROVER CPA LLC CASH BALANCE PLAN | CashBalance | $2.1M | 4 | 2025 | |
| 001 | S GROVER CPA LLC 401K PLAN MGD | 401k | $253K | 16 | 2025 |