Plan Snapshot
- Plan Sponsor: W.R. Grace & Co. -Ct
- Sponsor EIN: 135114230
- Sponsor Address: 7500 GRACE DRIVE, BUILDING 100, COLUMBIA, MD, 21044
- Plan Type: DB
- Total Participants: 332
- Total Assets: $54.9M
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 | 332 | $54.9M | $0 | $0 |
| 2023 | 319 | $58.6M | $0 | $0 |
| 2022 | 346 | $58.9M | $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 |
|---|---|---|---|---|
| AON CONSULTING | NONE | $91,627 | — | $91,627 |
| AON INVESTMENTS USA, INC. | NONE | $72,670 | — | $72,670 |
| ALIGHT SOLUTIONS LLC | NONE | $43,532 | $714 | $44,246 |
| NORTHERN TRUST CORPORATION | NONE | $16,680 | — | $16,680 |
| STOUT, CAUSEY & HORNING,P.A | NONE | $9,792 | — | $9,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — NONE
- ALIGHT SOLUTIONS LLC — NONE
- STOUT, CAUSEY & HORNING,P.A — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,015
- Estimated Expense Ratio: 0.428% 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 | $648,185 | $72,670 | $95,405 | $9,792 | — |
| 2023 | $1,011,461 | $78,372 | $164,138 | $11,960 | — |
| 2022 | $450,478 | — | — | — | — |