Plan Snapshot
- Plan Sponsor: Grange Insurance Company
- Sponsor EIN: 314192970
- Sponsor Address: 671 SOUTH HIGH STREET, COLUMBUS, OH, 432061014
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,765
- Total Assets: $453.4M
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. |
|---|---|---|---|---|
| 2025 | 1,765 | $453.4M | $0 | $0 |
| 2024 | 1,162 | $396.0M | $8.2M | $13.8M |
| 2023 | 1,154 | $372.6M | $6.5M | $13.3M |
| 2022 | 1,249 | $329.0M | $6.4M | $12.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $131,039 | — | $131,039 |
| VANGUARD ADVISERS INC. | Other Service Provider | $69,533 | — | $69,533 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $200,572
- Estimated Expense Ratio: 0.044% 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 |
|---|---|---|---|---|---|
| 2025 | $35,542,306 | $69,533 | — | — | — |
| 2024 | $239,558 | $103,489 | — | — | — |
| 2023 | $259,166 | $111,978 | — | — | — |
| 2022 | $274,334 | — | — | — | — |