AUMdb

Grote Enterprises, Llc Retirement Savings Plan

Sponsored by Grote Enterprises, Llc · EIN 311575000 · Plan #001

Total assets
$15.2M
Net assets
$15.2M
Active participants
245
With balances
293

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Plan administrator, Participant loan processing, Recordkeeping fees $85,928
Barnes Dennig & Co. Accounting $13,000