Plan Snapshot
- Plan Sponsor: Grass Valley Usa, LLC
- Sponsor EIN: 273715541
- Sponsor Address: 310 PROVIDENCE MINE ROAD, NEVADA CITY, CA, 95959
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $36.0M
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 | 89 | $36.0M | $589,512 | $1.3M |
| 2023 | 90 | $35.6M | $529,171 | $1.3M |
| 2022 | 95 | $34.7M | $829,361 | $1.8M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | INVESTMENT/FINANCIAL ADVI | $43,066 | — | $43,066 |
| ADP, INC. | RECORD KEEPER | $13,891 | — | $13,891 |
| WINDHAM BRANNON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLDCO, LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- WINDHAM BRANNON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,957
- Estimated Expense Ratio: 0.158% 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 | $56,958 | $43,067 | — | — | — |
| 2023 | $48,869 | $40,831 | — | — | — |
| 2022 | $14,539 | — | — | — | — |