PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. S GROVER CPA LLC
Sponsor portfolio

S GROVER CPA LLC

EIN 47-4791035-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
20
1628 OAK TREE RD, SUITE-7 - EDISON, NJ 08820732-549-4620
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 4 part#001401k-$253K - 16 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PLAN (#002)89%
  • 401K PLAN MGD (#001)11%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K PLAN MGD (#001)16
  • CASH BALANCE PLAN (#002)4
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

S GROVER CPA LLC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

S GROVER CPA LLC 401K PLAN MGD

401k

Assets$253K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002S GROVER CPA LLC CASH BALANCE PLANCashBalance$2.1M42025
001S GROVER CPA LLC 401K PLAN MGD401k$253K162025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica