Plan Snapshot
- Plan Sponsor: Grafton School Incorporated
- Sponsor EIN: 540682401
- Sponsor Address: 3150 SHAWNEE DRIVE, WINCHESTER, VA, 22601
- Plan Type: 401(k)
- Total Participants: 732
- Total Assets: $20.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 732 | $20.3M | $546,919 | $1.3M |
| 2023 | 714 | $19.1M | $714,630 | $1.2M |
| 2022 | 634 | $15.9M | $602,369 | $1.0M |
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 |
|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | NONE | $44,032 | — | $44,032 |
| EMPOWER ANNUITY INSURANCE CO OF AME | NONE | $14,695 | — | $14,695 |
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $360 | $10,303 | $10,663 |
| BLUE & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,390
- Estimated Expense Ratio: 0.341% 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 | $87,899 | $45,575 | — | — | — |
| 2023 | $54,201 | $43,946 | $10,255 | — | — |
| 2022 | $47,358 | $39,696 | $7,662 | — | — |