# Grayson & Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/grayson-associates-p-c-401k-plan

> Grayson & Associates, P.C.'s 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grayson & Associates, P.C.

- **Sponsor EIN:** 630917523

- **Sponsor Address:** 400 VESTAVIA PARKWAY, SUITE 221, VESTAVIA HILLS, AL, 352163570

- **Plan Type:** 401(k)

- **Total Participants:** 86

- **Total Assets:** $24.7M

## 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|86|$24.7M|$799,061|$637,667|

| 2023|106|$24.0M|$743,912|$599,127|

| 2022|105|$20.7M|$728,672|$554,292|

## 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|

| APRIO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [APRIO LLP](https://planprovider.pro/provider/aprio-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|$45,005|$45,005|—|—|—|

| 2023|$45,454|$45,454|—|—|—|

| 2022|$19,086|$19,086|—|—|—|

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