Plan Snapshot
- Plan Sponsor: Gray & Son, INC.
- Sponsor EIN: 520332631
- Sponsor Address: 430 WEST PADONIA RD, TIMONIUM, MD, 210932274
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $63.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 303 | $63.0M | $531,646 | $1.8M |
| 2023 | 347 | $59.9M | $582,839 | $1.9M |
| 2022 | 362 | $56.1M | $574,582 | $1.8M |
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 |
|---|---|---|---|---|
| LEONARD J. MILLER & ASSOCIATES | 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 | $190,440 | $23,497 | $166,943 | — | — |
| 2023 | $125,843 | — | $143,488 | — | — |
| 2022 | $145,372 | — | $145,372 | — | — |