Plan Snapshot
- Plan Sponsor: Grieco Automotive Management LLC
- Sponsor EIN: 472589306
- Sponsor Address: 2001 SOUTH FEDERAL HIGHWAY, DELRAY BEACH, FL, 334833314
- Plan Type: 401(k)
- Total Participants: 784
- Total Assets: $34.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 784 | $34.7M | $1.8M | $4.2M |
| 2023 | 804 | $27.8M | $1.7M | $4.0M |
| 2022 | 869 | $19.7M | $1.2M | $2.8M |
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 |
|---|---|---|---|---|
| HALLOWELL 401K ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401K ASSURANCE — 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 | $225,068 | — | $225,068 | — | — |
| 2023 | $198,756 | — | $44,837 | — | — |
| 2022 | $120,095 | — | $41,895 | — | $75,165 |