Plan Snapshot
- Plan Sponsor: Graeter'S Manufacturing Co.
- Sponsor EIN: 310586812
- Sponsor Address: 1175 REGINA GRAETER WAY, CINCINNATI, OH, 45216
- Plan Type: 401(k)
- Total Participants: 613
- Total Assets: $11.7M
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 | 613 | $11.7M | $282,560 | $1.1M |
| 2023 | 397 | $10.3M | $270,967 | $985,586 |
| 2022 | 377 | $8.4M | $221,555 | $834,257 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFFER HACKETT | 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 | $35,183 | $8,563 | $26,620 | — | — |
| 2023 | $19,410 | $19,410 | — | — | — |
| 2022 | $14,584 | $14,584 | — | — | — |