Plan Snapshot
- Plan Sponsor: Grubb Management, LLC
- Sponsor EIN: 561758296
- Sponsor Address: 4601 PARK ROAD, CHARLOTTE, NC, 28209
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $21.9M
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 | 222 | $21.9M | $744,675 | $1.6M |
| 2023 | 216 | $19.0M | $755,748 | $1.7M |
| 2022 | 211 | $14.6M | $745,405 | $1.7M |
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 |
|---|---|---|---|---|
| AC CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AC CPA, PLLC — 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 | $76,368 | $50,199 | $26,169 | — | — |
| 2023 | $68,461 | $40,314 | $28,147 | — | — |
| 2022 | $58,750 | $36,475 | $22,175 | — | — |