Grove Bank & Trust 401(k) Profit Sharing Plan
Sponsored by Grove Bank & Trust · EIN 590199400 · Plan #003
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 108
- With balances
- 148
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $25,532 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $22,822 |
| Definiti Llc | Contract administrator | $7,575 |
| Empower Advisory Group, Llc | Investment management | $2,157 |