Plan Snapshot
- Plan Sponsor: Grey Rhino, INC
- Sponsor EIN: 473962169
- Sponsor Address: 548 MARKET STREET, PMB 46614, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 4 | $3.2M | -$11,072 | $160,339 |
| 2023 | 22 | $3.8M | $16,229 | $595,553 |
| 2022 | 69 | $3.5M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | Recordkeeper | $16,376 | — | $16,376 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,376
- Estimated Expense Ratio: 0.509% 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 | $16,376 | $16,376 | — | — | — |
| 2023 | $16,597 | $16,597 | — | — | — |
| 2022 | $666,861 | — | — | — | — |