Plan Snapshot
- Plan Sponsor: Griffin Ford, INC.
- Sponsor EIN: 390974537
- Sponsor Address: 1940 EAST MAIN STREET, WAUKESHA, WI, 53186
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $18.0M
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 | 277 | $18.0M | $142,772 | $963,019 |
| 2023 | 289 | $15.8M | $134,065 | $853,843 |
| 2022 | 281 | $15.1M | $134,978 | $938,248 |
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 |
|---|---|---|---|---|
| 401K INVESTMENT PROF. | NONE | $42,412 | — | $42,412 |
| THE VANGUARD GROUP, INC. | NONE | $23,981 | — | $23,981 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,393
- Estimated Expense Ratio: 0.369% 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 | $66,393 | $42,412 | $23,981 | — | — |
| 2023 | $60,264 | $38,876 | $21,388 | — | — |
| 2022 | $49,507 | $31,156 | $18,351 | — | — |