Plan Ledger DOL Form 5500 · updated monthly

The Graham Companies401(k)

THE GRAHAM COMPANIES 401(K) PLAN · MIAMI LAKES, FL · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

The Graham Companies reported $96,149 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,045 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,007th-largest of 3,644 plans among Florida employers on file, and the 581st of 2,096 in real estate & leasing. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has grown from 270 to 305 since 2022.

Plan summary
Net assets, end of year$23,157,285
Participants with balances348
Active participants305
Employer contributions$318,695
Employee contributions$1,097,149
Employer contribution per active participant$1,045
Average account balance$66,544
Benefits paid to participants$1,453,708
Plan auditUnmodified (clean) audit opinion
AuditorKABAT, SCHERTZER, DE LA TORRE, TARA
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 348 accts · $319K emplr
2023$20.1M · 327 accts · $290K emplr
2022$16.9M · 323 accts · $211K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,074
Investment management$43,079
Audit (IQPA)$14,996
Total administrative$96,149
The The Graham Companies 401(k) match · 2024
Employer contribution per active participant$1,045
Median for plans this size$2,416
2024$1,045 per active participant
2023$1,103 per active participant
2022$780 per active participant

The Graham Companies's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
NFP RETIREMENT INC. · Investment advisory (plan) · Investment management$87,626
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,073
KSDT CPA · Accounting / audit$15,000
KSDT, CPA · Accounting / audit$15,000

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$96,149 · 0.44%
2023$97,201 · 0.53%
2022$87,151 · 0.46%
Same employer
Similar plansReal Estate & Leasing · Florida
The St. Joe Company FL$28.1M · 0.14%
Dimension Hospitality, LLC FL$25.7M · 0.42%
Kw Property Management LLC FL$25.3M · 0.74%
The Scottsdale Company FL$22.5M · 0.19%
Ch Employment Services, LLC FL$21.9M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 650127392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.