Plan Snapshot
- Plan Sponsor: H Gregory 1 INC.
- Sponsor EIN: 270734159
- Sponsor Address: 8505 NW 12TH ST., DORAL, FL, 33126
- Plan Type: 401(k)
- Total Participants: 637
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 637 | $5.1M | $0 | $1.8M |
| 2023 | 623 | $4.2M | $0 | $1.9M |
| 2022 | 834 | $2.9M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — 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 | $92,437 | $11,193 | — | — | — |
| 2023 | $87,397 | $8,190 | — | — | — |
| 2022 | $46,324 | — | — | — | — |