Plan Snapshot
- Plan Sponsor: Grand Industrial, LLC
- Sponsor EIN: 205360490
- Sponsor Address: 802 EAST 86TH STREET, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 927
- Total Assets: $10.5M
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 | 927 | $10.5M | $686,414 | $1.4M |
| 2023 | 956 | $8.2M | $614,601 | $1.2M |
| 2022 | 868 | $6.0M | $628,676 | $1.2M |
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 |
|---|---|---|---|---|
| DONOVAN CPAS | 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 | $9,469 | — | — | — | — |
| 2023 | $7,133 | — | — | — | — |
| 2022 | $7,256 | — | $7,256 | — | — |