# Herbert, Rowland & Grubic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/herbert-rowland-grubic-inc-401k-plan

> Herbert, Rowland & Grubic, INC.'s 401(k) plan: 375 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Herbert, Rowland & Grubic, INC.

- **Sponsor EIN:** 231609730

- **Sponsor Address:** 369 EAST PARK DRIVE, HARRISBURG, PA, 171112730

- **Plan Type:** 401(k)

- **Total Participants:** 375

- **Total Assets:** $56.5M

## 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|375|$56.5M|$858,884|$3.3M|

| 2023|339|$46.1M|$505,056|$2.8M|

| 2022|312|$35.6M|$426,594|$2.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$56,260|—|$56,260|

| INSTITUTIONAL INVESTMENT|CONTRACT ADMINISTRATOR|$15,000|$2,500|$17,500|

| MCKONLY & ASBURY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MCKONLY & ASBURY, LLP](https://planprovider.pro/provider/mckonly-and-asbury-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,760

- **Estimated Expense Ratio:** 0.131% 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|$71,260|—|$71,260|—|—|

| 2023|$55,496|—|$55,496|—|—|

| 2022|$51,448|—|$51,448|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/herbert-rowland-grubic-inc-401k-plan)

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