Plan Snapshot
- Plan Sponsor: Griffis Group Of Companies LLC
- Sponsor EIN: 432069525
- Sponsor Address: 6400 S FIDDLER'S GREEN CIRCLE STE 1, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $16.1M
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 | 255 | $16.1M | $882,685 | $1.6M |
| 2023 | 247 | $12.4M | $784,199 | $1.4M |
| 2022 | 219 | $8.8M | $639,795 | $1.2M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $52,923 | — | $52,923 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $41,841 | — | $41,841 |
| GRIFFIS GROUP OF COMPANIES LLC | OTHER | $6,800 | — | $6,800 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,397 | — | $6,397 |
| STOCKMAN KAST RYAN AND CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOCKMAN KAST RYAN AND CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,961
- Estimated Expense Ratio: 0.671% 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 | $107,961 | $59,320 | — | — | — |
| 2023 | $87,191 | $43,105 | — | — | — |
| 2022 | $102,872 | $40,404 | $58,668 | — | $3,800 |