Plan Snapshot
- Plan Sponsor: Graco Fishing & Rental Tools, INC.
- Sponsor EIN: 751624756
- Sponsor Address: 5300 TOWN AND COUNTRY BOULEVARD, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $11.7M
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 | 232 | $11.7M | $283,250 | $1.2M |
| 2023 | 211 | $11.2M | $462,947 | $1.5M |
| 2022 | 196 | $9.1M | $462,024 | $1.3M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLCC | Auditor | $9,750 | — | $9,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLCC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,750
- Estimated Expense Ratio: 0.084% 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 | $41,364 | $4,419 | — | $9,750 | — |
| 2023 | $42,444 | $3,562 | — | — | — |
| 2022 | $26,776 | $2,862 | — | — | — |