Plan Snapshot
- Plan Sponsor: Grace Hill, LLC
- Sponsor EIN: 582427957
- Sponsor Address: 4545 FULLER DR, IRVING, TX, 75038
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $12.6M
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 | 192 | $12.6M | $378,501 | $1.3M |
| 2023 | 192 | $10.4M | $373,883 | $1.3M |
| 2022 | 155 | $8.1M | $341,956 | $1.1M |
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 |
|---|---|---|---|---|
| BAUER & 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 | $7,425 | — | $6,975 | — | — |
| 2023 | $5,355 | — | $5,355 | — | — |
| 2022 | $5,915 | — | $5,915 | — | — |