# Graef-Usa INC. 401(k) Plan
Source: https://planprovider.pro/companies/graef-usa-inc-401k-plan

> Graef-Usa INC.'s 401(k) plan: 315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Graef-Usa INC.

- **Sponsor EIN:** 391083592

- **Sponsor Address:** 275 WEST WISCONSIN AVENUE, MILWAUKEE, WI, 53203

- **Plan Type:** 401(k)

- **Total Participants:** 315

- **Total Assets:** $77.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|315|$77.8M|$533,446|$3.0M|

| 2023|309|$71.6M|$471,132|$2.8M|

| 2022|295|$60.3M|$413,882|$2.5M|

## 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|

| NEWPORT GROUP, INC.|RECORD-KEEPER|$75,958|—|$75,958|

| MORGAN STANLEY|ADVISOR|$46,577|—|$46,577|

| CLIFTONLARSONALLEN LLP|AUDITOR|$23,610|—|$23,610|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $146,145

- **Estimated Expense Ratio:** 0.188% 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|$146,145|$46,577|$65,248|$23,610|—|

| 2023|$124,890|$38,826|$67,629|$15,000|—|

| 2022|$135,614|$52,946|$63,843|—|$18,825|

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