Plan Snapshot
- Plan Sponsor: W.R. Grace & Co. -Ct
- Sponsor EIN: 135114230
- Sponsor Address: 7500 GRACE DRIVE, COLUMBIA, MD, 21044
- Plan Type: DB
- Total Participants: 289
- Total Assets: $29.9M
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 | 289 | $29.9M | $1.8M | $0 |
| 2023 | 288 | $30.9M | $300,000 | $0 |
| 2022 | 299 | $30.5M | $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, INC. | Recordkeeper | $82,694 | — | $82,694 |
| AON INVESTMENTS USA, IINC. | Other Service Provider | $66,489 | — | $66,489 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $41,001 | $714 | $41,715 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $14,824 | — | $14,824 |
| STOUT, CAUSEY & HORNING, P.A | Auditor | $8,959 | — | $8,959 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — Recordkeeper
- ALIGHT SOLUTIONS LLC — Recordkeeper
- STOUT, CAUSEY & HORNING, P.A — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,681
- Estimated Expense Ratio: 0.719% 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 | $592,636 | $66,489 | $86,133 | $8,959 | — |
| 2023 | $637,937 | $50,827 | $102,824 | $7,528 | — |
| 2022 | $397,374 | — | — | — | — |