# Graton Economic Development Auth 401(k) Plan
Source: https://planprovider.pro/companies/graton-economic-development-auth-401k-plan

> Graton Economic Development Auth's 401(k) plan: 2,055 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$160,049|—|$160,049|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$155,573|—|$155,573|

| GRATON RESORT AND CASINO|ACCOUNTANT|$16,905|—|$16,905|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $332,527

- **Estimated Expense Ratio:** 0.383% 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|$333,578|$172,478|—|—|—|

| 2023|$267,714|$106,457|—|—|—|

| 2022|$243,069|—|—|—|—|

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