# Grubb Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/grubb-management-llc-401k-plan

> Grubb Management, LLC's 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| KESTRA FINANCIAL|NONE|$50,199|—|$50,199|

| THE VANGUARD GROUP, INC.|NONE|$26,169|—|$26,169|

| AC CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [AC CPA, PLLC](https://planprovider.pro/provider/ac-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,368

- **Estimated Expense Ratio:** 0.348% 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|$76,368|$50,199|$26,169|—|—|

| 2023|$68,461|$40,314|$28,147|—|—|

| 2022|$58,750|$36,475|$22,175|—|—|

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