AUMdb

Growmark 401(k) Plan

Sponsored by Growmark, Inc. · EIN 370815318 · Plan #011

Total assets
$286M
Net assets
$286M
Active participants
2,276
With balances
3,382

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $164,730
Strategic Advisors, Inc. Investment advisory (plan) $123,011
Marquette Associates Consulting (general) $42,889
Rubinbrown, Llp Accounting $19,460