# Grassi & Co., Cpa'S, P.C. DB Plan
Source: https://planprovider.pro/companies/grassi-co-cpa-s-p-c-plan

> Grassi & Co., Cpa'S, P.C.'s DB plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grassi & Co., Cpa'S, P.C.

- **Sponsor EIN:** 113266576

- **Sponsor Address:** 50 JERICHO QUADRANGLE, JERICHO, NY, 11753

- **Plan Type:** DB

- **Total Participants:** 262

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|262|$7.2M|$0|$0|

| 2023|311|$7.2M|$1.0M|$0|

| 2022|266|$6.2M|$1.0M|$0|

## 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|

| G.T. REILLY AND COMPANY|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$308|$308|—|—|—|

| 2023|$57,743|$57,522|—|—|—|

| 2022|$73,539|$73,249|—|—|—|

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