Plan Snapshot
- Plan Sponsor: The Graham Companies
- Sponsor EIN: 650127392
- Sponsor Address: 6843 MAIN STREET, MIAMI LAKES, FL, 330142048
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $23.2M
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 | 305 | $23.2M | $318,695 | $1.1M |
| 2023 | 263 | $20.1M | $290,058 | $1.0M |
| 2022 | 270 | $17.0M | $210,588 | $790,404 |
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 |
|---|---|---|---|---|
| KABAT, SCHERTZER, DE LA TORRE, TARA | Auditor | $14,996 | — | $14,996 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,996
- Estimated Expense Ratio: 0.065% 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 | $96,149 | $43,079 | $38,074 | $14,996 | — |
| 2023 | $97,201 | $36,026 | $33,632 | $27,543 | — |
| 2022 | $87,151 | $36,918 | $32,289 | — | $17,944 |