Plan Snapshot
- Plan Sponsor: Grady Management, INC.
- Sponsor EIN: 520810992
- Sponsor Address: 8630 FENTON STREET, SUITE 625, SILVER SPRING, MD, 20910
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $18.1M
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 | 279 | $18.1M | $691,850 | $1.0M |
| 2023 | 250 | $15.6M | $623,316 | $952,101 |
| 2022 | 250 | $14.2M | $599,239 | $937,641 |
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 |
|---|---|---|---|---|
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — 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 | $71,962 | $30,050 | $14,036 | — | — |
| 2023 | $65,871 | $26,147 | $14,388 | — | — |
| 2022 | $70,145 | $27,700 | $28,849 | — | — |