Plan Snapshot
- Plan Sponsor: Grubbs Infiniti, Ltd
- Sponsor EIN: 752871140
- Sponsor Address: 1600 E STATE HWY 114, GRAPEVINE, TX, 76051
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $8.0M
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 | 351 | $8.0M | $256,016 | $1.1M |
| 2023 | 311 | $6.9M | $12,465 | $1.1M |
| 2022 | 245 | $6.1M | $191,207 | $921,389 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $54,364 | — | — | — | — |
| 2023 | $39,996 | — | — | $7,650 | — |
| 2022 | $42,392 | — | — | — | — |