Plan Snapshot
- Plan Sponsor: Graul'S Benefits Trust
- Sponsor EIN: 521645447
- Sponsor Address: 7713 BELLONA AVENUE, RUXTON, MD, 21204
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 128
- Total Assets: $86,060
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 | 128 | $86,060 | $1.4M | $207,413 |
| 2023 | 128 | $90,467 | $927,377 | $234,407 |
| 2022 | 142 | $223,484 | $1.7M | $272,031 |
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 |
|---|---|---|---|---|
| GROSS MENDELSOHN & ASSOCIATES | Other Service Provider | $15,750 | — | $15,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,750
- Estimated Expense Ratio: 18.301% 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 | $124,759 | — | $109,009 | $15,750 | — |
| 2023 | $95,716 | — | $75,572 | $15,000 | — |
| 2022 | $131,069 | — | $110,889 | — | $20,180 |