Plan Snapshot
- Plan Sponsor: G. Grattan, LLC Dba Virginia Green Lawn Care
- Sponsor EIN: 800078006
- Sponsor Address: 2701 EMERYWOOD PARKWAY, RICHMOND, VA, 23294
- Plan Type: 401(k)
- Total Participants: 359
- Total Assets: $13.4M
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 | 359 | $13.4M | $1.2M | $1.0M |
| 2023 | 331 | $10.6M | $1.1M | $918,153 |
| 2022 | 244 | $7.6M | $845,547 | $706,248 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $4,701 | — | $4,701 | — | — |
| 2023 | $3,403 | — | $3,403 | — | — |
| 2022 | $4,816 | — | $4,816 | — | — |