Plan Snapshot
- Plan Sponsor: Grote Industries, LLC
- Sponsor EIN: 352001929
- Sponsor Address: 2600 LANIER DRIVE, MADISON, IN, 472501765
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $5.0M
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 | 222 | $5.0M | $164,262 | $343,096 |
| 2023 | 219 | $4.9M | $159,093 | $311,139 |
| 2022 | 211 | $4.2M | $159,691 | $260,975 |
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 CO LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG CO LTD — 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 | $20,362 | — | $20,362 | — | — |
| 2023 | $20,018 | — | $20,018 | — | — |
| 2022 | $16,189 | — | $16,189 | — | — |