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Original filing (PDF)20251013093307NAL0001604240001
GT&E, LLC
Form 5500
FILING_RECEIVED
GROFF TRACTOR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
231
Accounts w/ balance
291
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GT&E, LLC.
Plan sponsor
Name
GT&E, LLC
EIN
88-4214471
Address
6779 CARLISLE PIKE · MECHANICSBURG, PA · 17050
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCKONLY AND ASBURY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | HARRISBURG, PA | THIRD PARTY ADMINISTRATO | $4K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $13K | — |
| USI ADVISORS, INC. | 06-1397347 | — | SERVICE PROVIDER | $0 | — |
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
Uncategorized
$20.3M
30 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $3.0M | 14.1% | |
| Vangrd Trgt Retire 2025 Fd Pooled Separate Account | — | — | — | $2.1M | 10.2% | |
| Vangrd Trgt Retire 2030 Fd Pooled Separate Account | — | — | — | $1.7M | 8.1% | |
| Vangrd 500 Indx Fund-Adm Pooled Separate Account | — | — | — | $1.5M | 7.4% | |
| Vangrd Trgt Retire 2035 Fd Pooled Separate Account | — | — | — | $1.0M | 4.9% | |
| Vangrd Trgt Retire 2045 Fd Pooled Separate Account | — | — | — | $1.0M | 4.8% | |
| American Funds New Perspective R6 Pooled Separate Account | — | — | — | $895K | 4.3% | |
| Vangrd Trgt Retire 2050 Fd Pooled Separate Account | — | — | — | $843K | 4.0% | |
| Vangrd Trgt Retire 2060 Fd Pooled Separate Account | — | — | — | $675K | 3.2% | |
| American Funds EuroPacific Grw R6 Pooled Separate Account | — | — | — | $671K | 3.2% | |
| Vangrd Trgt Retire 2040 Fd Pooled Separate Account | — | — | — | $665K | 3.2% | |
| Vangrd Trgt Retire 2055 Fd Pooled Separate Account | — | — | — | $660K | 3.2% | |
| Victory Sycmr Established Value Fd R6 Pooled Separate Account | — | — | — | $650K | 3.1% | |
| Vangrd Trgt Retire 2065 Fd Pooled Separate Account | — | — | — | $612K | 2.9% | |
| Voya Fixed Account Guaranteed Investment Contract | — | — | — | $531K | 2.5% | |
| JPMorgan Equity Income Fund R6 Pooled Separate Account | — | — | — | $509K | 2.4% | |
| MFS Intl Diversification Fd R6 Pooled Separate Account | — | — | — | $446K | 2.1% | |
| Vangrd Balanced Index Fnd Adm Pooled Separate Account | — | — | — | $439K | 2.1% | |
| Vangrd Mid-Cap Index Fund Adm Pooled Separate Account | — | — | — | $424K | 2.0% | |
| Vangrd SmlCp Indx Fd Admiral Pooled Separate Account | — | — | — | $345K | 1.6% | |
| DFA U.S. Targeted Value Port Inst Pooled Separate Account | — | — | — | $282K | 1.3% | |
| Pioneer Bond Fund K Pooled Separate Account | — | — | — | $246K | 1.2% | |
| PIMCO Income Fund Ins Pooled Separate Account | — | — | — | $231K | 1.1% | |
| Macquarie Mid Cap Growth R6 Pooled Separate Account | — | — | — | $214K | 1.0% | |
| JPMorgan SmCp Growth Fnd R6 Pooled Separate Account | — | — | — | $201K | 1.0% | |
| PIMCO Real Return Fd Pooled Separate Account | — | — | — | $127K | 0.6% | |
| Vangrd Trgt Retire Inc Fd Pooled Separate Account | — | — | — | $113K | 0.5% | |
| Vangrd Trgt Retire 2070 Fd Pooled Separate Account | — | — | — | $104K | 0.5% | |
| Vangrd Trgt Retire 2020 Fd Pooled Separate Account | — | — | — | $12K | <0.1% | |
| Voya Gov Money Mkt Fnd A Pooled Separate Account | — | — | — | $11K | <0.1% |
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