Plan Snapshot
- Plan Sponsor: Bill Grays, INC.
- Sponsor EIN: 160909818
- Sponsor Address: 964 RIDGE RD, WEBSTER, NY, 14580
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 266 | $12.3M | $264,500 | $661,752 |
| 2023 | 234 | $10.9M | $256,503 | $634,430 |
| 2022 | 308 | $9.0M | $271,226 | $631,440 |
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 |
|---|---|---|---|---|
| MENGEL METZGER BARR & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL METZGER BARR & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,702 | $22,200 | — | — | — |
| 2023 | $57,952 | $12,918 | — | — | — |
| 2022 | $87,517 | $19,766 | $66,936 | — | $615 |