Plan Snapshot
- Plan Sponsor: W.R. Grace & Co.
- Sponsor EIN: 650773649
- Sponsor Address: 7500 GRACE DRIVE, COLUMBIA, MD, 21044
- Plan Type: 401(k)
- Total Participants: 2,508
- Total Assets: $813.4M
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 | 2,508 | $813.4M | $18.2M | $36.2M |
| 2023 | 2,494 | $730.3M | $17.6M | $30.6M |
| 2022 | 2,564 | $632.4M | $17.5M | $36.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $103,821 | — | $103,821 |
| STOUT, CAUSEY & HORN | ACCOUNTANT/AUDITOR | $29,200 | — | $29,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STOUT, CAUSEY & HORN — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,021
- Estimated Expense Ratio: 0.016% 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 | $329,417 | — | $2,100 | $29,200 | — |
| 2023 | $215,532 | — | $1,800 | $29,200 | — |
| 2022 | $246,350 | — | — | — | — |