Plan Snapshot
- Plan Sponsor: The Graham Companies
- Sponsor EIN: 650127392
- Sponsor Address: 6843 MAIN STREET, MIAMI LAKES, FL, 33014
- Plan Type: DB
- Total Participants: 189
- Total Assets: $43.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 189 | $43.7M | $1.2M | $0 |
| 2023 | 200 | $42.1M | $2.0M | $0 |
| 2022 | 211 | $36.8M | $0 | $0 |
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 | — | — | $0 |
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 | $396,457 | $221,558 | — | — | — |
| 2023 | $689,717 | $255,647 | — | — | — |
| 2022 | $380,905 | $213,427 | $26,622 | — | $7,000 |