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Original filing (PDF)20250912132400NAL0000796243001
GROWMARK, INC.
Form 5500
FILING_RECEIVED
GROWMARK MEMBER COOPERATIVE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
7,534
Accounts w/ balance
9,367
Plan assets (EOY)
$474.9M
Net assets (EOY)
$474.9M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Interest Held in Master Trust Various (includes Registered Investment Companies, Self Directed Brokerage, etc.)" is 99% of plan.
- 17 bps in Schedule C fees — 75% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROWMARK, INC..
Plan sponsor
Name
GROWMARK, INC.
EIN
37-0815318
Address
1705 TOWANDA AVE · BLOOMINGTON, IL · 61701
Phone
(309) 557-6125
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
GROWMARK MEMBER COOPERATIVE 401K SAVINGS PLAN ADMINISTRATIVE COMMITTEE
EIN
37-1228804
City
BLOOMINGTON, IL
Phone
(309) 557-6125
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2X · Other multiple-employer DC plan
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RUBIN BROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $510K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $216K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | CONSULTANT | $68K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-0765316 | — | ACCOUNTANT/AUDITOR | $35K | — |
Investments
2 direct securities · 1 pooled fund· $944.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$474.9M
2 holdings
Master Trust
$470.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Held in Master Trust Various (includes Registered Investment Companies, Self Directed Brokerage, etc.) | — | — | — | $470.0M | 99.0% | |
| GROWMARK 401(K) PLANS MASTER TRUST GROWMARK, INC. · EIN 37-0815318 / PN 335 | Master Trust | — | — | $470.0M | 99.0% | |
| Participant Loans Participant Loans | — | — | — | $4.8M | 1.0% |