# Graham Health Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/graham-health-services-llc-401k-plan

> Graham Health Services, LLC's 401(k) plan: 3,649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Graham Health Services, LLC

- **Sponsor EIN:** 203608523

- **Sponsor Address:** 5440 CORPORATE DRIVE, SUITE 400, TROY, MI, 48098

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

- **Total Participants:** 3,649

- **Total Assets:** $117.3M

## 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|3,649|$117.3M|$2.0M|$15.0M|

| 2023|3,251|$94.7M|$1.5M|$13.4M|

| 2022|2,810|$70.2M|$543,090|$11.7M|

## 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 CO OF AME|RECORDKEEPER|$243,708|—|$243,708|

| ALLIANCEBERNSTEIN LP|INVESTMENT ADVISOR|$118,284|—|$118,284|

| PENTEGRA SERVICES INC.|CONTRACT ADMIN|$82,981|—|$82,981|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$20,933|—|$20,933|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $465,906

- **Estimated Expense Ratio:** 0.397% 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|$441,556|$114,467|$82,981|—|—|

| 2023|$344,608|$100,981|$75,894|—|—|

| 2022|$225,552|$67,304|$69,704|—|—|

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