Plan Snapshot
- Plan Sponsor: Grease Monkey International LLC
- Sponsor EIN: 840769552
- Sponsor Address: 5575 DTC PARKWAY, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 1,752
- Total Assets: $5.6M
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 | 1,752 | $5.6M | $273,590 | $824,774 |
| 2023 | 1,767 | $4.0M | $181,006 | $585,822 |
| 2022 | 1,739 | $3.5M | $242,961 | $592,398 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $28,713 | — | $28,713 |
| HOLM RYAN TRUITT HALL, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,713
- Estimated Expense Ratio: 0.514% 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 | $32,999 | $906 | — | — | — |
| 2023 | $16,958 | $16,857 | — | — | — |
| 2022 | $11,789 | $11,789 | — | — | — |