Plan Snapshot
- Plan Sponsor: Graham Corporation
- Sponsor EIN: 161194720
- Sponsor Address: 20 FLORENCE AVENUE, BATAVIA, NY, 14020
- Plan Type: DB
- Total Participants: 50
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 50 | $30.8M | $0 | $0 |
| 2023 | 53 | $33.2M | $0 | $0 |
| 2022 | 58 | $32.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| FREED MAXICK, P.C. | Auditor | $14,000 | — | $14,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- Estimated Expense Ratio: 0.045% 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 | $174,354 | $35,000 | — | $14,000 | — |
| 2023 | $171,608 | $82,339 | — | $11,500 | — |
| 2022 | $127,325 | $55,448 | — | — | $56,125 |