Plan Ledger DOL Form 5500 · updated monthly

Graham Group (US) Inc.401(k)

GRAHAM GROUP US 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.35%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Graham Group (US) Inc. reported $137,699 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $4,970 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.47% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 300th-largest of 1,714 plans among Washington employers on file, and the 937th of 5,337 in construction. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has shrunk from 289 to 192 since 2022.

Plan summary
Net assets, end of year$58,274,981
Participants with balances350
Active participants192
Employer contributions$954,248
Employee contributions$1,911,302
Employer contribution per active participant$4,970
Average account balance$166,500
Benefits paid to participants$3,084,045
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.3M · 350 accts · $954K emplr
2023$19.9M · 365 accts · $824K emplr
2022$16.6M · 376 accts · $802K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,892
Investment management$44,022
Total administrative$137,699
The Graham Group (US) Inc. 401(k) match · 2024
Employer contribution per active participant$4,970
Median for plans this size$2,416
2024$4,970 per active participant
2023$2,375 per active participant
2022$2,776 per active participant

Graham Group (US) Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LPL FINANCIAL, LLC · Investment advisory (plan)$39,945
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$4,077

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$137,699 · 0.35%
2023$58,765 · 0.32%
2022$86,215 · 0.47%
Same employer
Similar plansConstruction · Washington
Apollo, Inc. WA$71.7M · 0.31%
Prairie Electric, Inc. WA$69.0M · 0.39%
Ats Automation, Inc. WA$63.9M · 0.06%
W.G. Clark Construction Co. WA$56.6M · 0.25%
Lydig Construction, Inc. WA$54.2M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911568578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.