Plan Snapshot
- Plan Sponsor: Grand Auto, INC.
- Sponsor EIN: 841120772
- Sponsor Address: 1950 W. 104TH AVENUE, THORNTON, CO, 80234
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $8.2M
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 | 306 | $8.2M | $0 | $705,032 |
| 2023 | 330 | $7.2M | $0 | $728,832 |
| 2022 | 575 | $7.5M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| HOLM RYAN TRUITT HALL, LLC | 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 | $40,167 | $40,167 | — | — | — |
| 2023 | $40,012 | $40,012 | — | — | — |
| 2022 | $31,478 | $31,478 | — | — | — |