# Grubbs Infiniti, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/grubbs-infiniti-ltd-401k-plan

> Grubbs Infiniti, Ltd's 401(k) plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$32,320|—|$32,320|

| GLOBAL RETIREMENT PARTNERS, LLC|INVESTMENT ADVISOR|$13,644|—|$13,644|

| FORVIS|ACCOUNTANT/AUDITOR|$8,400|—|$8,400|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [FORVIS](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,364

- **Estimated Expense Ratio:** 0.682% 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|$54,364|—|—|—|—|

| 2023|$39,996|—|—|$7,650|—|

| 2022|$42,392|—|—|—|—|

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