Plan Snapshot
- Plan Sponsor: Gruber Industries, INC.
- Sponsor EIN: 860505466
- Sponsor Address: 21439 NORTH 2ND AVENUE, PHOENIX, AZ, 85027
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $4.8M
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 | 135 | $4.8M | $90,160 | $501,642 |
| 2023 | 135 | $4.4M | $104,477 | $515,856 |
| 2022 | 126 | $3.5M | $97,728 | $475,401 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN | Auditor | — | — | $0 |
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 | $32,197 | $24,666 | — | — | — |
| 2023 | $26,344 | $20,483 | — | — | — |
| 2022 | $25,692 | — | — | — | — |