# Grote Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/grote-enterprises-llc-401k-plan

> Grote Enterprises, LLC's 401(k) plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grote Enterprises, LLC

- **Sponsor EIN:** 311575000

- **Sponsor Address:** 5240 LESTER RD., CINCINNATI, OH, 45213

- **Plan Type:** 401(k)

- **Total Participants:** 245

- **Total Assets:** $15.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|245|$15.2M|$397,946|$1.1M|

| 2023|212|$12.7M|$343,999|$945,502|

| 2022|192|$12.2M|$305,336|$866,722|

## 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|

| BARNES DENNIG AND COMPANY LTD|Auditor|$13,000|—|$13,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARNES DENNIG AND COMPANY LTD](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 0.086% 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|$98,928|—|$300|$13,000|—|

| 2023|$79,674|—|$300|$14,500|—|

| 2022|$75,447|—|—|—|—|

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