Plan Snapshot
- Plan Sponsor: Ken Graham Trucking, INC.
- Sponsor EIN: 382314349
- Sponsor Address: 5018 W M 28, BRIMLEY, MI, 49716
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $6.2M
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 | 95 | $6.2M | $149,475 | $314,055 |
| 2023 | 94 | $5.3M | $146,978 | $307,858 |
| 2022 | 93 | $4.5M | $149,628 | $311,337 |
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 |
|---|---|---|---|---|
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, 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 | $4,204 | $854 | $2,950 | — | — |
| 2023 | $4,740 | $4,740 | — | — | — |
| 2022 | $5,602 | $5,602 | — | — | — |