Jeffrey Schmitt signed Grote Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grote Enterprises, LLC's EIN is 31-1575000.
Download the official 2024 Form 5500 (PDF) for Grote Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grote Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES DENNIG & CO. | 31-1119890 | — | ACCOUNTANT/AUDITOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $13.4M | 88.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $744K | 4.9% | |
| [Assets held in common stock] | Other | — | — | $417K | 2.7% | |
| [Assets held in participant loans] | Other | — | — | $213K | 1.4% |
