Plan Snapshot
- Plan Sponsor: Grand Performer INC
- Sponsor EIN: 593470873
- Sponsor Address: 4901 VINELAND ROAD, STE 650, ORLANDO, FL, 32811
- Plan Type: 401(k)
- Total Participants: 1,716
- Total Assets: $22.1M
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 | 1,716 | $22.1M | $1.5M | $3.5M |
| 2023 | 1,648 | $18.4M | $1.1M | $3.0M |
| 2022 | 1,443 | $13.9M | $665,964 | $2.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $160,275 | — | $160,275 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISORY | $35,000 | — | $35,000 |
| WITHUM SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISORY
- WITHUM SMITH & BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,275
- Estimated Expense Ratio: 0.884% 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 | $195,275 | $35,000 | — | — | — |
| 2023 | $151,903 | $20,417 | — | — | — |
| 2022 | $163,202 | — | $163,202 | — | — |