# Grace Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/grace-management-group-llc-401k-plan

> Grace Management Group, LLC's 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grace Management Group, LLC

- **Sponsor EIN:** 582448324

- **Sponsor Address:** 951 S. PINE STREET, STE. 200, SPARTANBURG, SC, 29302

- **Plan Type:** 401(k)

- **Total Participants:** 181

- **Total Assets:** $3.2M

## 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|181|$3.2M|$424,317|$524,413|

| 2023|162|$2.0M|$433,324|$425,633|

| 2022|154|$1.1M|$323,144|$431,282|

## 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|

| EMPOWER ANNUITY INS CO OF AMER|RECORDKEEPER|$13,011|—|$13,011|

| FIRST HEARTLAND CONSULTANTS|INVESTMENT ADVISOR|$5,935|—|$5,935|

| SWAIMBROWN PA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SWAIMBROWN PA](https://planprovider.pro/provider/swaimbrown-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,946

- **Estimated Expense Ratio:** 0.584% of plan assets

### 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|$26,887|—|$26,887|—|—|

| 2023|$19,743|—|$19,743|—|—|

| 2022|$12,058|—|$12,058|—|—|

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