Plan Snapshot
- Plan Sponsor: Gray, Gray & Gray LLP
- Sponsor EIN: 042088368
- Sponsor Address: 150 ROYALL STREET SUITE 102, CANTON, MA, 02021
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $19.9M
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 | 122 | $19.9M | $397,674 | $1.4M |
| 2023 | 132 | $19.6M | $426,199 | $1.4M |
| 2022 | 121 | $15.8M | $337,199 | $1.1M |
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 |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA P.C. | 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 | $41,617 | — | $41,617 | — | — |
| 2023 | $35,784 | $34,667 | — | — | — |
| 2022 | $38,101 | — | — | — | — |