Plan Snapshot
- Plan Sponsor: E. W. Grobbel Sons,INC.
- Sponsor EIN: 382188414
- Sponsor Address: 2500 ORLEANS, DETROIT, MI, 48207
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 212 | $9.7M | $375,756 | $706,694 |
| 2023 | 188 | $7.8M | $358,994 | $662,071 |
| 2022 | 156 | $6.1M | $360,791 | $658,861 |
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 |
|---|---|---|---|---|
| CARABELL, LESLIE & COMPANY, LLC | Auditor | — | — | $0 |
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 | $1,885 | — | — | — | — |
| 2023 | $1,357 | — | — | — | — |
| 2022 | $1,760 | — | — | — | — |