Plan Snapshot
- Plan Sponsor: Grothues Brothers Holdings, Ltd
- Sponsor EIN: 741769046
- Sponsor Address: 3619 PAESANOS PARKWAY, STE 312, SAN ANTONIO, TX, 78231
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 357
- Total Assets: $207,260
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 357 | $207,260 | $1.9M | $697,215 |
| 2023 | 358 | $177,180 | $1.5M | $693,050 |
| 2022 | 359 | $93,564 | $1.5M | $730,021 |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Other Service Provider | $113,549 | — | $113,549 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,549
- Estimated Expense Ratio: 54.786% 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 | $118,469 | — | $118,469 | — | — |
| 2023 | $33,840 | — | $33,840 | — | — |
| 2022 | $53,453 | — | $53,453 | — | — |