How big is Groff Tractor Mid Atlantic, LLC's plan?

Groff Tractor Mid Atlantic, LLC's plan reported $9.2M in assets and 110 participants for 2024.

Original filing (PDF)20251008083727NAL0009026608001

Groff Tractor Mid Atlantic, LLC

Name: Groff Tractor Mid Atlantic, LLC — Groff Tractor Mid, Form 5500 (2024)
Creator: Groff Tractor Mid Atlantic, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Groff Tractor Mid Atlantic 401(k) Plan

401(k) retirement plan · Groff Tractor Mid Atlantic, LLC's Groff Tractor Mid Atlantic 401(k) Plan held $9.2M in plan assets for 110 participants in 2024, with Voya as recordkeeper.

Signals · 2

No ERISA fidelity bondHigh average account balance

Active participants

110

Accounts w/ balance

118

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Scott Reifsnyder signed Groff Tractor Mid Atlantic, LLC's 2024 Form 5500 as plan administrator.

Scott Reifsnyder — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Groff Tractor Mid Atlantic, LLC's EIN is 82-2037629.

EIN 82-2037629

Plan number 001

Plan year 2024

ACK ID 20251008083727NAL0009026608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Groff Tractor Mid Atlantic, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Groff Tractor Mid Atlantic, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GROFF TRACTOR MID ATLANTIC, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.

Helping the score

High average account balance (97th percentile).

Plan sponsor

Name

GROFF TRACTOR MID ATLANTIC, LLC

EIN

all filings

Address

8404 KELSO DRIVE · ESSEX, MD · 21221

Phone

(717) 766-7671

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIRE INS AND ANNUITY CO.	72-0294708	—	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS, INC.	06-1397347	—	INVESTMENT ADVISOR	$0	—

TPA / Administrator

Investments

30 direct securities · 1 pooled fund· $17.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$8.5M

1 holding

Pooled Separate Accounts

$8.4M

29 holdings

Stable Value

$727K

1 holding

					% of plan
CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$8.5M	92.1%
Vangrd Trgt Retire 2035 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$945K	10.3%
Vangrd Trgt Retire Inc Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$889K	9.7%
Vangrd Trgt Retire 2045 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$887K	9.7%
Vangrd Trgt Retire 2040 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$880K	9.6%
Vangrd Trgt Retire 2030 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$761K	8.3%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$727K	7.9%
AB Large Cap Grw Fnd Z Pooled Separate Account	Pooled Separate Accounts	—	—	$712K	7.8%
Vangrd 500 Indx Fund-Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$588K	6.4%
Vangrd Trgt Retire 2050 Fd Pooled Separate Account ** 451 * Vangrd Trgt Retire 2055 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$506K	5.5%
Vangrd Balanced Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$297K	3.2%
Vangrd Sm/Cp Indx Fd Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$255K	2.8%
MFS Intl Diversification Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$233K	2.5%
American Funds New Perspective R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$206K	2.2%
PIMCO Real Return Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$179K	2.0%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$172K	1.9%
American Funds EuroPacific Grw R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$155K	1.7%
Vangrd Trgt Retire 2025 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$153K	1.7%
JPMorgan Equity Income Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$119K	1.3%
PIMCO Income Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$114K	1.2%
American Funds Wash Mutual Inv R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$99K	1.1%
Vangrd Trgt Retire 2020 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$86K	0.9%
Pioneer Bond Fund K Pooled Separate Account	Pooled Separate Accounts	—	—	$74K	0.8%
Vangrd Trgt Retire 2060 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$48K	0.5%
Victory Sycmr Est Vl Rd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$33K	0.4%
DFA U.S. Targeted Value Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$31K	0.3%
Vangrd Trgt Retire 2065 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.1%
JPMorgan SmCp Growth Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$7K	<0.1%
Vangrd Trgt Retire 2070 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Voya Gov Money Market Fnd A Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Delaware Ivy Md Cp Gr Fd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%