# Graham Group (Us) INC. 401(k) Plan
Source: https://planprovider.pro/companies/graham-group-us-inc-401k-plan

> Graham Group (Us) INC.'s 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Graham Group (Us) INC.

- **Sponsor EIN:** 911568578

- **Sponsor Address:** 568 FIRST AVENUE SOUTH SUITE 400, SEATTLE, WA, 98104

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

- **Total Participants:** 192

- **Total Assets:** $58.3M

## 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|192|$58.3M|$954,248|$1.9M|

| 2023|347|$19.9M|$824,123|$1.9M|

| 2022|289|$16.6M|$802,351|$1.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$51,351|—|$51,351|

| LPL FINANCIAL, LLC|INVESTMENT ADVISOR|$39,945|—|$39,945|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,296

- **Estimated Expense Ratio:** 0.157% 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|$137,699|$44,022|—|—|—|

| 2023|$58,765|$37,426|—|—|—|

| 2022|$86,215|—|$86,215|—|—|

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