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: 58
- Total Assets: $9.5M
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 | 58 | $9.5M | $417,000 | $0 |
| 2023 | 57 | $9.6M | $600,000 | $0 |
| 2022 | 56 | $9.0M | $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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | $2,190 | — | $2,190 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,190
- Estimated Expense Ratio: 0.023% 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 | $145,348 | $16,256 | $21,429 | $2,190 | — |
| 2023 | $170,489 | $13,396 | $27,570 | $2,013 | — |
| 2022 | $705,398 | — | — | — | — |