Plan Snapshot
- Plan Sponsor: William Grant & Sons INC
- Sponsor EIN: 221757718
- Sponsor Address: 130 FIELDCREST AVE, EDISON, NJ, 088373620
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $107.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 316 | $107.2M | $3.6M | $3.8M |
| 2023 | 318 | $99.5M | $3.4M | $3.5M |
| 2022 | 302 | $85.8M | $3.3M | $3.3M |
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 |
|---|---|---|---|---|
| MASSOOD & COMPANY, P.A. CPA'S | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,515 | — | $64,515 | — | — |
| 2023 | $56,481 | — | $56,481 | — | — |
| 2022 | $54,429 | — | $54,429 | — | — |