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Benefits Intelligence/Broker Directory/Maryland

Grove Point Investments LLC

Rockville, MD

Grove Point Investments LLC of Rockville, MD is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $75,554 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
6
States served
4
Reported commissions
$75,554
plan year 2025
Reported fees
$21,842

Quick answer

Grove Point Investments LLC (Rockville, MD) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Grove Point Investments LLC have?
Grove Point Investments LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
Who are Grove Point Investments LLC's largest employer clients?
By plan participants, the largest include Lincoln Training Center (180 participants), Tko Motor Sales Inc. (119 participants) and Ascella Technologies Inc. (91 participants).
How much does Grove Point Investments LLC earn in commissions?
Insurers reported $75,554 in broker commissions and $21,842 in fees paid to Grove Point Investments LLC for plan year 2025, per Schedule A Part 1.
Where is Grove Point Investments LLC located?
Grove Point Investments LLC is based in Rockville, MD and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Grove Point Investments LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Lincoln Training CenterCA1802024-12-31
Tko Motor Sales Inc.GA1192021-12-31
Ascella Technologies Inc.VA912024-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.