GRW TAX DEFERRED SAVINGS & PROFIT SHARING RETIREMENT PLAN · LEXINGTON, KY · plan year 2024
Reported admin expense ratio · 2024
0.20%
Grw Engineers, Inc. reported $69,767 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.205%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 196th-largest of 871 plans among Kentucky employers on file, and the 3,706th of 11,654 in professional & technical services.
Plan summary
Net assets, end of year$34,758,121
Participants with balances212
Active participants175
Employer contributions—
Employee contributions$1,066,108
Employer contribution per active participant—
Average account balance$163,953
Benefits paid to participants$4,630,730
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 212 accts
2023$33.3M · 210 accts · $366K emplr
2022$28.6M · 258 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,592
Investment management$37,175
Total administrative$69,767
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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$32,592
Source: U.S. Department of Labor, Form 5500 series, EIN 610665036 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.