Plan Snapshot
- Plan Sponsor: James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg
- Sponsor EIN: 260016920
- Sponsor Address: 10671 PATRIOT HIGHWAY, FREDERICKSBURG, VA, 22408
- Plan Type: 401(k)
- Total Participants: 1,519
- Total Assets: $43.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,519 | $43.6M | $937,860 | $5.4M |
| 2023 | 1,012 | $37.2M | $1.1M | $5.3M |
| 2022 | 468 | $17.1M | $519,503 | $2.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $198,053 | $73,773 | — | — | — |
| 2023 | $136,089 | $54,853 | — | — | — |
| 2022 | $102,345 | — | — | — | — |