How big is GT&E, LLC's plan?

GT&E, LLC's plan reported $20.9M in assets and 231 participants for 2024.

Original filing (PDF)20251013093307NAL0001604240001

GT&E, LLC

Name: GT&E, LLC — Groff Tractor 401(k) Plan, Form 5500 (2024)
Creator: GT&E, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Groff Tractor 401(k) Plan

401(k) retirement plan · GT&E, LLC's Groff Tractor 401(k) Plan held $20.9M in plan assets for 231 participants in 2024, with Voya as recordkeeper.

Active participants

231

Accounts w/ balance

291

Plan assets (EOY)

$20.9M

Net assets (EOY)

$20.9M

People on this filing

Daryl Black signed GT&E, LLC's 2024 Form 5500 as plan administrator.

Daryl Black — 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

GT&E, LLC's EIN is 88-4214471.

EIN 88-4214471

Plan number 001

Plan year 2024

ACK ID 20251013093307NAL0001604240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GT&E, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GT&E, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GT&E, 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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GT&E, LLC

EIN

all filings

Address

6779 CARLISLE PIKE · MECHANICSBURG, PA · 17050

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$13K	—

Investment manager

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

TPA / Administrator

Investments

30 direct securities · 1 pooled fund· $40.7M(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

$20.4M

1 holding

Pooled Separate Accounts

$19.7M

29 holdings

Stable Value

$531K

1 holding

					% of plan
MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$20.4M	97.5%
AB Large Cap Grw Fnd Z Pooled Separate Account	Pooled Separate Accounts	—	—	$3.0M	14.1%
Vangrd Trgt Retire 2025 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$2.1M	10.2%
Vangrd Trgt Retire 2030 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.7M	8.1%
Vangrd 500 Indx Fund-Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	7.4%
Vangrd Trgt Retire 2035 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.0M	4.9%
Vangrd Trgt Retire 2045 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.0M	4.8%
American Funds New Perspective R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$895K	4.3%
Vangrd Trgt Retire 2050 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$843K	4.0%
Vangrd Trgt Retire 2060 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$675K	3.2%
American Funds EuroPacific Grw R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$671K	3.2%
Vangrd Trgt Retire 2040 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$665K	3.2%
Vangrd Trgt Retire 2055 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$660K	3.2%
Victory Sycmr Established Value Fd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$650K	3.1%
Vangrd Trgt Retire 2065 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$612K	2.9%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$531K	2.5%
JPMorgan Equity Income Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$509K	2.4%
MFS Intl Diversification Fd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$446K	2.1%
Vangrd Balanced Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$439K	2.1%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$424K	2.0%
Vangrd SmlCp Indx Fd Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$345K	1.6%
DFA U.S. Targeted Value Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$282K	1.3%
Pioneer Bond Fund K Pooled Separate Account	Pooled Separate Accounts	—	—	$246K	1.2%
PIMCO Income Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$231K	1.1%
Macquarie Mid Cap Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$214K	1.0%
JPMorgan SmCp Growth Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$201K	1.0%
PIMCO Real Return Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$127K	0.6%
Vangrd Trgt Retire Inc Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$113K	0.5%
Vangrd Trgt Retire 2070 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$104K	0.5%
Vangrd Trgt Retire 2020 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	<0.1%
Voya Gov Money Mkt Fnd A Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	<0.1%