# Gradall Industries LLC DB Plan
Source: https://planprovider.pro/companies/gradall-industries-llc-plan

> Gradall Industries LLC's DB plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gradall Industries LLC

- **Sponsor EIN:** 742660540

- **Sponsor Address:** PO BOX 549, SEGUIN, TX, 78156

- **Plan Type:** DB

- **Total Participants:** 39

- **Total Assets:** $17.7M

## 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|39|$17.7M|$0|$0|

| 2023|43|$18.8M|$0|$0|

| 2022|47|$18.3M|$0|$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|

| PRINCIPAL TRUST COMPANY|SERVICE PROVIDER / TRUSTEE|$63,831|—|$63,831|

| USI CONSULTING GROUP|NONE|$40,155|—|$40,155|

| CAPFINANCIAL PARTNERS LLC|NONE|$13,500|—|$13,500|

| WHITLEY PENN LLP|NONE|$10,815|—|$10,815|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — SERVICE PROVIDER / TRUSTEE

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $128,301

- **Estimated Expense Ratio:** 0.723% 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|$157,288|$13,500|—|$10,815|—|

| 2023|$62,356|—|—|—|—|

| 2022|$63,752|$63,752|—|—|—|

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