Plan Snapshot
- Plan Sponsor: Grace Management, INC.
- Sponsor EIN: 262537582
- Sponsor Address: 1528 SOUTH EL CAMINO REAL, SAN MATEO, CA, 94402
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 166
- Total Assets: $332,750
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 166 | $332,750 | $968,132 | $1,890 |
| 2023 | 175 | $234,750 | $1.0M | $1,397 |
| 2022 | 170 | $238,206 | $1.0M | $0 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | Other Service Provider | $109,675 | $32,912 | $142,587 |
| USI INSURANCE SERVICES NTL, INC. | Other Service Provider | $23,391 | — | $23,391 |
| FIDUCIARY PLAN MGMT SERVICES, INC. | Other Service Provider | $20,401 | — | $20,401 |
| INEICH & COMPANY, LLP | Auditor | $18,000 | — | $18,000 |
| UNITED WORKERS WELLNESS | Other Service Provider | $6,165 | — | $6,165 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INEICH & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,544
- Estimated Expense Ratio: 63.274% 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 | $190,292 | — | $90,858 | $18,000 | — |
| 2023 | $203,207 | — | $129,295 | $17,300 | — |
| 2022 | $194,240 | — | $99,052 | — | $36,818 |