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Original filing (PDF)20251008083727NAL0009026608001
GROFF TRACTOR MID ATLANTIC, LLC
Form 5500
FILING_RECEIVED
GROFF TRACTOR MID ATLANTIC 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
118
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
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 (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROFF TRACTOR MID ATLANTIC, LLC.
Plan sponsor
Name
GROFF TRACTOR MID ATLANTIC, LLC
EIN
82-2037629
Address
8404 KELSO DRIVE · ESSEX, MD · 21221
Phone
(717) 766-7671
Industry
Wholesale Tradesee all
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)
Auditor
BROWN PLUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIRE INS AND ANNUITY CO. | 72-0294708 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | — | TPA | $10K | — |
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.
Uncategorized
$9.2M
30 holdings
Pooled Separate Account
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $945K | 10.3% | |
| Vangrd Trgt Retire Inc Fd Pooled Separate Account | — | — | — | $889K | 9.7% | |
| Vangrd Trgt Retire 2045 Fd Pooled Separate Account | — | — | — | $887K | 9.7% | |
| Vangrd Trgt Retire 2040 Fd Pooled Separate Account | — | — | — | $880K | 9.6% | |
| Vangrd Trgt Retire 2030 Fd Pooled Separate Account | — | — | — | $761K | 8.3% | |
| Voya Fixed Account Guaranteed Investment Contract | — | — | — | $727K | 7.9% | |
| AB Large Cap Grw Fnd Z Pooled Separate Account | — | — | — | $712K | 7.8% | |
| Vangrd 500 Indx Fund-Adm Pooled Separate Account | — | — | — | $588K | 6.4% | |
| Vangrd Trgt Retire 2050 Fd Pooled Separate Account ** 451 * Vangrd Trgt Retire 2055 Fd Pooled Separate Account | — | — | — | $506K | 5.5% | |
| Vangrd Balanced Index Fnd Adm Pooled Separate Account | — | — | — | $297K | 3.2% | |
| Vangrd Sm/Cp Indx Fd Admiral Pooled Separate Account | — | — | — | $255K | 2.8% | |
| MFS Intl Diversification Fd R Pooled Separate Account | — | — | — | $233K | 2.5% | |
| American Funds New Perspective R6 Pooled Separate Account | — | — | — | $206K | 2.2% | |
| PIMCO Real Return Fund Ins Pooled Separate Account | — | — | — | $179K | 2.0% | |
| Vangrd Mid-Cap Index Fund Adm Pooled Separate Account | — | — | — | $172K | 1.9% | |
| American Funds EuroPacific Grw R6 Pooled Separate Account | — | — | — | $155K | 1.7% | |
| Vangrd Trgt Retire 2025 Fd Pooled Separate Account | — | — | — | $153K | 1.7% | |
| JPMorgan Equity Income Fund R6 Pooled Separate Account | — | — | — | $119K | 1.3% | |
| PIMCO Income Fund Ins Pooled Separate Account | — | — | — | $114K | 1.2% | |
| American Funds Wash Mutual Inv R6 Pooled Separate Account | — | — | — | $99K | 1.1% | |
| Vangrd Trgt Retire 2020 Fd Pooled Separate Account | — | — | — | $86K | 0.9% | |
| Pioneer Bond Fund K Pooled Separate Account | — | — | — | $74K | 0.8% | |
| Vangrd Trgt Retire 2060 Fd Pooled Separate Account | — | — | — | $48K | 0.5% | |
| Victory Sycmr Est Vl Rd R6 Pooled Separate Account | — | — | — | $33K | 0.4% | |
| DFA U.S. Targeted Value Port Inst Pooled Separate Account | — | — | — | $31K | 0.3% | |
| Vangrd Trgt Retire 2065 Fd Pooled Separate Account | — | — | — | $11K | 0.1% | |
| JPMorgan SmCp Growth Fnd R6 Pooled Separate Account | — | — | — | $7K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Pooled Separate Account | — | — | — | $5K | <0.1% | |
| Voya Gov Money Market Fnd A Pooled Separate Account | — | — | — | $2K | <0.1% | |
| Delaware Ivy Md Cp Gr Fd R6 Pooled Separate Account | — | — | — | $1K | <0.1% |
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