Recordkeeping fees per participantheadline
$54.09
10th: $11.56median $49.9890th: $89.63
Higher than 56% of the 1,697 plans $250M to 1B that report it.
Source
= $506,672 / 9,367
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250912132400NAL0000796243001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912132400NAL0000796243001, received 2025-09-12
Administrative expenses excluding investment management, per participant
$65.47
10th: $18.52median $67.2190th: $147.71
Higher than 48% of the 2,324 plans $250M to 1B that report it.
Source
= $613,241 / 9,367
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250912132400NAL0000796243001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912132400NAL0000796243001, received 2025-09-12
Administrative expenses per participant
$88.50
10th: $27.95median $88.2590th: $203.68
Higher than 50% of the 2,405 plans $250M to 1B that report it.
Source
= $829,009 / 9,367
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912132400NAL0000796243001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912132400NAL0000796243001, received 2025-09-12
Administrative expenses as a share of assets
0.175%
10th: 0.018%median 0.073%90th: 0.183%
Higher than 89% of the 2,407 plans $250M to 1B that report it.
Source
= $829,009 / $474,875,852
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912132400NAL0000796243001, received 2025-09-12
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250912132400NAL0000796243001, received 2025-09-12
Employer contributions per participant
$602
10th: $1,169median $3,07390th: $8,346
Higher than 4% of the 2,457 plans $250M to 1B that report it.
Source
= $5,636,585 / 9,367
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912132400NAL0000796243001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912132400NAL0000796243001, received 2025-09-12
Employer share of total contributions
15.0%
10th: 17.5%median 31.1%90th: 48.7%
Higher than 7% of the 2,459 plans $250M to 1B that report it.
Source
= $5,636,585 / $37,693,375
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912132400NAL0000796243001, received 2025-09-12
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250912132400NAL0000796243001, received 2025-09-12
99.0% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $734,700 ($166.94 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are not published in public filings.
Sponsor name as filed: GROWMARK, INC.; SEC registrant: Growmark, Inc. (CIK 1335738, matched by EIN).