# Graham Capital Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/graham-capital-management-l-p-401k-plan

> Graham Capital Management, L.P.'s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Graham Capital Management, L.P.

- **Sponsor EIN:** 061398337

- **Sponsor Address:** 40 HIGHLAND AVE, NORWALK, CT, 068531510

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

- **Total Participants:** 178

- **Total Assets:** $94.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|178|$94.0M|$1.9M|$3.3M|

| 2023|175|$82.6M|$1.6M|$3.0M|

| 2022|168|$66.6M|$2.4M|$2.4M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [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:** $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|$10,074|—|$10,074|—|—|

| 2023|$9,564|—|$9,564|—|—|

| 2022|$9,509|—|—|—|$9,509|

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