Plan Snapshot
- Plan Sponsor: Grand View Administrative Serv
- Sponsor EIN: 471730796
- Sponsor Address: 9701 PICO BLVD, LOS ANGELES, CA, 90035
- Plan Type: 401(k)
- Total Participants: 711
- Total Assets: $4.9M
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 | 711 | $4.9M | $0 | $700,214 |
| 2023 | 721 | $4.7M | $0 | $684,750 |
| 2022 | 590 | $3.9M | $0 | $577,451 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $31,944 | — | $31,944 |
| TRILOGY CAPITAL, INC. | ADVISOR | $13,950 | — | $13,950 |
| KKAJ, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- KKAJ, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,894
- Estimated Expense Ratio: 0.942% 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 | $61,870 | $13,950 | $47,060 | — | — |
| 2023 | $39,746 | $6,446 | $32,440 | — | — |
| 2022 | $91,246 | $13,035 | $78,211 | — | — |