# Graeter'S Manufacturing Co. 401(k) Plan
Source: https://planprovider.pro/companies/graeter-s-manufacturing-co-401k-plan

> Graeter'S Manufacturing Co.'s 401(k) plan: 613 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$21,117|—|$21,117|

| TRANSAMERICA FINANCIAL LIFE COMPANY|RECORDKEEPER|$7,747|—|$7,747|

| MCGREGOR & ASSOCIATES, INC|CONTRACT ADMINISTRATOR|$1,554|$5,784|$7,338|

| CLARK SCHAEFFER HACKETT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,202

- **Estimated Expense Ratio:** 0.308% 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|$35,183|$8,563|$26,620|—|—|

| 2023|$19,410|$19,410|—|—|—|

| 2022|$14,584|$14,584|—|—|—|

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