Plan Snapshot
- Plan Sponsor: Graceland Management Services LLC
- Sponsor EIN: 271289683
- Sponsor Address: 6807 US HIGHWAY 62, BARDWELL, KY, 42023
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 257 | $4.7M | $289,926 | $464,525 |
| 2023 | 239 | $3.7M | $298,371 | $482,737 |
| 2022 | 198 | $2.6M | $262,582 | $390,638 |
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 |
|---|---|---|---|---|
| REYNOLDS BONE & GRIESBECK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS BONE & GRIESBECK — Auditor
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 | $3,675 | — | $3,675 | — | — |
| 2023 | $9,412 | — | $8,552 | — | — |
| 2022 | $7,266 | — | $7,266 | — | — |