# Graham Corporation 401(k) Plan
Source: https://planprovider.pro/companies/graham-corporation-401k-plan

> Graham Corporation's 401(k) plan: 591 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Graham Corporation

- **Sponsor EIN:** 161194720

- **Sponsor Address:** 20 FLORENCE AVENUE, BATAVIA, NY, 14020

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

- **Total Participants:** 591

- **Total Assets:** $97.7M

## 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|591|$97.7M|$3.7M|$5.3M|

| 2023|555|$85.6M|$3.2M|$4.3M|

| 2022|507|$68.2M|$2.7M|$3.8M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$121,761|—|$121,761|

| SAGEVIEW ADVISORY GROUP LLC|NONE|$49,189|—|$49,189|

| FREED MAXICK|NONE|$23,200|—|$23,200|

| HARTER SECREST & EMERY LLP|NONE|$8,468|—|$8,468|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [HARTER SECREST & EMERY LLP](https://planprovider.pro/provider/harter-secrest-and-emery-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $202,618

- **Estimated Expense Ratio:** 0.207% 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|$192,368|—|—|—|—|

| 2023|$101,545|—|—|—|—|

| 2022|$51,705|—|—|—|—|

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