Plan Snapshot
- Plan Sponsor: Grenzebach Glier & Associates, INC.
- Sponsor EIN: 362467281
- Sponsor Address: 200 S. MICHIGAN AVE., CHICAGO, IL, 60604
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $39,490
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 | 0 | $39,490 | $102,970 | $196,866 |
| 2023 | 84 | $11.4M | $495,779 | $787,979 |
| 2022 | 69 | $8.5M | $285,007 | $551,016 |
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 |
|---|---|---|---|---|
| CRAY, KAISER LTD | Auditor | $35,000 | — | $35,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,000
- Estimated Expense Ratio: 88.630% 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 | $62,995 | $102 | — | $35,000 | — |
| 2023 | $14,929 | $52 | — | — | — |
| 2022 | $1,073,358 | — | $12,857 | — | — |