# The Graham Companies 401(k) Plan
Source: https://planprovider.pro/companies/the-graham-companies-401k-plan

> The Graham Companies's 401(k) plan: 305 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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