# John C. Grimberg Co. INC. 401(k) Plan
Source: https://planprovider.pro/companies/john-c-grimberg-co-inc-401k-plan

> John C. Grimberg Co. INC.'s 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** John C. Grimberg Co. INC.

- **Sponsor EIN:** 520655642

- **Sponsor Address:** 3200 TOWER OAKS BLVD STE 300, ROCKVILLE, MD, 208524216

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

- **Total Participants:** 116

- **Total Assets:** $22.3M

## 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|116|$22.3M|$225,132|$854,124|

| 2023|129|$20.4M|$228,681|$865,499|

| 2022|129|$17.3M|$224,434|$830,870|

## 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|$9,460|—|$9,460|

| WITHUMSMITH+BROWN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,460

- **Estimated Expense Ratio:** 0.042% 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|$9,461|—|$9,461|—|—|

| 2023|$9,797|—|$9,797|—|—|

| 2022|$5,871|—|$5,871|—|—|

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