# Grady Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/grady-management-inc-401k-plan

> Grady Management, INC.'s 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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