Plan Snapshot
- Plan Sponsor: Grimshaw Services (Usa) INC.
- Sponsor EIN: 843172921
- Sponsor Address: 60 MADISON AVENUE, 4TH FLOOR, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 99 | $12.2M | $450,494 | $721,567 |
| 2023 | 116 | $10.4M | $346,806 | $761,928 |
| 2022 | 101 | $7.9M | $271,686 | $470,631 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | $14,795 | — | — | — | — |
| 2023 | $59,438 | $59,438 | — | — | — |
| 2022 | $51,797 | $51,797 | — | — | — |