Plan Snapshot
- Plan Sponsor: Graton Economic Development Auth
- Sponsor EIN: 460601203
- Sponsor Address: 630 PARK COURT, ROHNERT PARK, CA, 94928
- Plan Type: 401(k)
- Total Participants: 2,055
- Total Assets: $86.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,055 | $86.8M | $3.4M | $11.1M |
| 2023 | 1,898 | $69.2M | $4.3M | $9.9M |
| 2022 | 1,741 | $50.1M | $4.1M | $9.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $333,578 | $172,478 | — | — | — |
| 2023 | $267,714 | $106,457 | — | — | — |
| 2022 | $243,069 | — | — | — | — |