Plan Snapshot
- Plan Sponsor: Graham Dealerships Companies, INC.
- Sponsor EIN: 311289557
- Sponsor Address: 1515 W 4TH ST, MANSFIELD, OH, 449061840
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $10.7M
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 | 169 | $10.7M | $173,223 | $654,372 |
| 2023 | 173 | $10.1M | $190,161 | $725,158 |
| 2022 | 173 | $9.0M | $206,570 | $774,999 |
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 |
|---|---|---|---|---|
| BHM CPA GROUP, INC | Auditor | — | — | $0 |
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 | $32,064 | $20,149 | $11,915 | — | — |
| 2023 | $30,798 | — | $12,449 | $18,349 | — |
| 2022 | $28,395 | — | $11,472 | — | $16,923 |