Plan Snapshot
- Plan Sponsor: Graco Interests, INC.
- Sponsor EIN: 741484850
- Sponsor Address: 5910 SCHUMACHER, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $12.0M
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 | 139 | $12.0M | $1.0M | $646,365 |
| 2023 | 131 | $11.7M | $680,440 | $599,602 |
| 2022 | 123 | $9.7M | $121,652 | $481,185 |
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 INSURANCE COMPANY O | RECORDKEEPER | $17,738 | — | $17,738 |
| CALVETTI FERGUSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,738
- Estimated Expense Ratio: 0.148% 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 | $17,738 | — | — | — | — |
| 2023 | $12,746 | — | — | — | — |
| 2022 | $10,570 | — | $10,570 | — | — |