# R.J. Grondin & Sons 401(k) Plan
Source: https://planprovider.pro/companies/r-j-grondin-sons-401k-plan

> R.J. Grondin & Sons's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R.J. Grondin & Sons

- **Sponsor EIN:** 010279685

- **Sponsor Address:** 11 BARTLETT ROAD, GORHAM, ME, 04038

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

- **Total Participants:** 125

- **Total Assets:** $17.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|125|$17.1M|$343,345|$971,859|

| 2023|132|$15.5M|$354,062|$933,962|

| 2022|137|$12.5M|$318,602|$890,774|

## 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|

| COMMONWEALTH EQUITY SERVICES LLC|INVESTMENT ADVISOR|$28,150|—|$28,150|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$19,557|—|$19,557|

| ALBIN RANDALL & BENNETT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALBIN RANDALL & BENNETT](https://planprovider.pro/provider/albin-randall-and-bennett) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,707

- **Estimated Expense Ratio:** 0.278% 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|$47,458|—|$47,458|—|—|

| 2023|$40,818|—|$40,818|—|—|

| 2022|$41,550|—|$41,550|—|—|

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