Plan Snapshot
- Plan Sponsor: W.R. Grace & Co.
- Sponsor EIN: 650773649
- Sponsor Address: 7500 GRACE DRIVE, BUILDING 100, COLUMBIA, MD, 21044
- Plan Type: DB
- Total Participants: 458
- Total Assets: $477.3M
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 | 458 | $477.3M | $0 | $0 |
| 2023 | 541 | $521.3M | $0 | $0 |
| 2022 | 622 | $529.2M | $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 | $488,445 | — | $488,445 |
| AON INVESTMENTS USA, INC. | NONE | $384,131 | — | $384,131 |
| ALIGHT SOLUTIONS LLC | NONE | $217,622 | $714 | $218,336 |
| NORTHERN TRUST CORPORATION | NONE | $90,947 | — | $90,947 |
| STOUT, CAUSEY & HORNING,P.A | NONE | $51,761 | — | $51,761 |
| AETNA LIFE INSURANCE COMPANY | NONE | $19,931 | — | $19,931 |
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: $1,253,551
- Estimated Expense Ratio: 0.263% 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 | $3,420,653 | $384,131 | $508,376 | $51,761 | — |
| 2023 | $4,321,162 | $278,446 | $734,581 | $51,923 | — |
| 2022 | $3,027,589 | — | — | — | — |