Plan Snapshot
- Plan Sponsor: Grizzly Industrial, INC.
- Sponsor EIN: 911387526
- Sponsor Address: 1821 VALENCIA STREET, BELLINGHAM, WA, 98229
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $8.7M
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 | 204 | $8.7M | $304,869 | $687,982 |
| 2023 | 212 | $7.7M | $272,465 | $605,422 |
| 2022 | 208 | $6.3M | $0 | $527,519 |
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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | $17,727 | — | $17,727 |
| CAMBRIDGE INVESTMENT GROUP | Investment Advisor | $11,438 | — | $11,438 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,165
- Estimated Expense Ratio: 0.333% 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 | $32,053 | $29,165 | — | — | — |
| 2023 | $25,302 | $22,717 | — | — | — |
| 2022 | $26,324 | — | $26,324 | — | — |