Plan Snapshot
- Plan Sponsor: Grunt Style, LLC
- Sponsor EIN: 842206798
- Sponsor Address: 900 BROADWAY ST, SAN ANTONIO, TX, 78215
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 357
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 357 | $5.2M | $0 | $0 |
| 2024 | 330 | $4.5M | $291,483 | $507,159 |
| 2023 | 417 | $3.5M | $256,720 | $426,247 |
| 2022 | 364 | $2.8M | $249,351 | $428,679 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Other Service Provider | — | $23,179 | $23,179 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,179
- Estimated Expense Ratio: 0.446% 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 |
|---|---|---|---|---|---|
| 2025 | $957,661 | $1,541 | $50,594 | — | — |
| 2024 | $43,887 | — | — | — | — |
| 2023 | $28,180 | — | — | — | — |
| 2022 | $34,722 | $13,180 | $21,542 | — | — |