AUMdb

Groff Tractor Mid Atlantic 401(k) Plan

Sponsored by Groff Tractor Mid Atlantic, Llc · EIN 822037629 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
110
With balances
118

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pa Retirement Solutions, Inc. Contract administrator, Participant loan processing, Direct payment from the plan $9,509
Voya Retire Ins And Annuity Co. Contract administrator, Custodial (securities), Investment advisory (participants) $7,659
Usi Advisors, Inc. Investment advisory (participants), Investment advisory (plan) $0