# Growmark, INC. 401(k) Plan
Source: https://planprovider.pro/companies/growmark-inc-401k-plan-333

> Growmark, INC.'s 401(k) plan: 7,534 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Growmark, INC.

- **Sponsor EIN:** 370815318

- **Sponsor Address:** 1705 TOWANDA AVE, BLOOMINGTON, IL, 61701

- **Plan Type:** 401(k)

- **Total Participants:** 7,534

- **Total Assets:** $474.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,534|$474.9M|$5.6M|$28.9M|

| 2023|7,332|$408.4M|$5.8M|$26.6M|

| 2022|7,055|$336.8M|$4.7M|$24.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$509,672|—|$509,672|

| STRATEGIC ADVISORS, INC.|ADVISOR|$215,768|—|$215,768|

| MARQUETTE ASSOCIATES|CONSULTANT|$68,375|—|$68,375|

| RUBINBROWN LLP|ACCOUNTANT/AUDITOR|$35,198|—|$35,198|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RUBINBROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $829,013

- **Estimated Expense Ratio:** 0.175% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$829,009|$215,768|$3,000|$35,198|—|

| 2023|$768,116|$199,671|$2,100|$33,366|—|

| 2022|$773,346|$182,374|—|—|—|

## Similar Plans

- [Growmark INC.](https://planprovider.pro/companies/growmark-inc-plan-334) — 4,156 participants

- [Growmark, INC.](https://planprovider.pro/companies/growmark-inc-401k-plan-011) — 2,276 participants

- [Growmark INC.](https://planprovider.pro/companies/growmark-inc-plan-002) — 1,805 participants

- [Team Brandt, LLC](https://planprovider.pro/companies/team-brandt-llc-401k-plan) — 678 participants

- [Oakland Manager LLC](https://planprovider.pro/companies/oakland-manager-llc-401k-plan) — 307 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/growmark-inc-401k-plan-333)

© 2026 PlanProvider.Pro