Plan Snapshot
- Plan Sponsor: Grimco, INC.
- Sponsor EIN: 430955083
- Sponsor Address: 11745 SAPPINGTON BARRACKS RD., SUNSET HILLS, MO, 63127
- Plan Type: 401(k)
- Total Participants: 764
- Total Assets: $80.2M
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 | 764 | $80.2M | $3.3M | $4.5M |
| 2023 | 1,072 | $71.3M | $3.1M | $4.0M |
| 2022 | 664 | $54.9M | $2.9M | $3.6M |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $153,170 | — | $153,170 |
| MONETA GROUP LLC | NONE | $38,479 | — | $38,479 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $28,073 | $28,073 |
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,722
- Estimated Expense Ratio: 0.274% 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 | $191,649 | $38,479 | — | — | — |
| 2023 | $158,772 | $57,167 | — | — | — |
| 2022 | $153,216 | $60,239 | — | — | — |