Plan Snapshot
- Plan Sponsor: Grg Enterprises, LLC
- Sponsor EIN: 611774107
- Sponsor Address: 284 FLATHEAD AVENUE, SUITE 200, WHITEFISH, MT, 599372672
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $6.9M
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 | 329 | $6.9M | $188,859 | $327,089 |
| 2023 | 312 | $6.2M | $192,262 | $338,118 |
| 2022 | 308 | $4.9M | $193,611 | $343,584 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $24,722 | — | $24,722 |
| RANDALL & HURLEY, INC | Other Service Provider | $13,585 | $6,620 | $20,205 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,927
- Estimated Expense Ratio: 0.801% 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 | $46,831 | $9,320 | — | — | — |
| 2023 | $35,083 | — | — | — | — |
| 2022 | $34,438 | $34,438 | — | — | — |