# Grafton School Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/grafton-school-incorporated-401k-plan

> Grafton School Incorporated's 401(k) plan: 732 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/blue-and-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|—|—|

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