# Grant & Eisenhofer, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/grant-eisenhofer-p-a-401k-plan

> Grant & Eisenhofer, P.A.'s 401(k) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grant & Eisenhofer, P.A.

- **Sponsor EIN:** 522019724

- **Sponsor Address:** 123 JUSTISON STREET, WILMINGTON, DE, 19801

- **Plan Type:** 401(k)

- **Total Participants:** 187

- **Total Assets:** $43.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|187|$43.2M|$591,749|$1.9M|

| 2023|199|$36.0M|$519,318|$1.7M|

| 2022|170|$28.3M|$466,866|$1.4M|

## 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|

| MORNINGSTAR|SERVICE PROVIDER|—|$5,998|$5,998|

| CBIZ CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,998

- **Estimated Expense Ratio:** 0.014% 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|$2,950|—|$2,650|—|—|

| 2023|$1,550|—|$1,200|—|—|

| 2022|$1,300|—|—|—|—|

## Similar Plans

- [Maron Marvel Bradley Anderson & Tardy LLC](https://planprovider.pro/companies/maron-marvel-bradley-anderson-tardy-llc-401k-plan) — 190 participants

- [Morris James LLP](https://planprovider.pro/companies/morris-james-llp-plan-001) — 162 participants

- [Potter Anderson & Corroon LLP](https://planprovider.pro/companies/potter-anderson-corroon-llp-plan-001) — 147 participants

- [Morris, Nichols, Arsht & Tunnell LLP](https://planprovider.pro/companies/morris-nichols-arsht-tunnell-llp-plan) — 138 participants

- [Young Conaway Stargatt & Taylor, LLP](https://planprovider.pro/companies/young-conaway-stargatt-taylor-llp-plan-001) — 257 participants

- [Richards, Layton & Finger, P.A.](https://planprovider.pro/companies/richards-layton-finger-p-a-plan) — 315 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/grant-eisenhofer-p-a-401k-plan)

© 2026 PlanProvider.Pro