Plan Snapshot
- Plan Sponsor: Grady-White Boats, INC.
- Sponsor EIN: 561285137
- Sponsor Address: 5121 MARTIN LUTHER KING JR. HWY, GREENVILLE, NC, 278341527
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $39.7M
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 | 351 | $39.7M | $1.9M | $2.0M |
| 2023 | 414 | $36.5M | $2.1M | $2.1M |
| 2022 | 444 | $29.9M | $1.9M | $1.9M |
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 |
|---|---|---|---|---|
| THOMAS, JUDY & TUCKER | Auditor | — | — | $0 |
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 | $11,954 | — | — | — | — |
| 2023 | $14,736 | — | — | — | — |
| 2022 | $13,708 | — | — | — | — |