# Grace Management, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/grace-management-inc-262537582-502

> Grace Management, INC.'s Health & Welfare plan: 166 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, 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](https://planprovider.pro/provider/ineich-and-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|

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