# James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg 401(k) Plan
Source: https://planprovider.pro/companies/james-gramm-llc-dba-safford-chry-jp-ddge-of-fredericksburg-401k-plan

> James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg's 401(k) plan: 1,519 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/james-gramm-llc-dba-safford-chry-jp-ddge-of-fredericksburg-401k-plan)

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