Plan Snapshot
- Plan Sponsor: Gregory Industries, INC.
- Sponsor EIN: 340818723
- Sponsor Address: 4100 13TH ST SW, CANTON, OH, 447101464
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $20.7M
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 | 285 | $20.7M | $610,370 | $973,364 |
| 2023 | 250 | $19.2M | $587,225 | $894,051 |
| 2022 | 229 | $18.3M | $530,415 | $872,957 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $58,418 | $23,852 | $29,817 | — | — |
| 2023 | $53,867 | $22,813 | $27,493 | — | — |
| 2022 | $54,877 | $27,147 | $27,730 | — | — |