The I Grace Company Retirement Savings Plan — Form 5500 plan (The I Grace Company, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The I Grace Company Retirement Savings Plan is a benefit plan reported by The I Grace Company, Inc. under EIN 13-3494074 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $10,306,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The I Grace Company, Inc.
- EIN
- 13-3494074
- Plan number
- 003
- Plan type
- 2
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $10,306,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241011110404NAL0021724065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,306,597
- Net assets (EOY)
- $10,306,597
- Net assets (BOY)
- $8,582,956
Income & contributions
- Employer contributions
- $232,111
- Participant contributions
- $728,201
- Total contributions
- $960,312
- Total income / additions
- $2,428,649
Expenses & distributions
- Benefits paid
- $663,042
- Administrative expenses
- $41,966
- Total expenses
- $705,008
- Net increase / (decrease)
- $1,723,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Freat-West Life & Annuity | RECORDKEEPER | $27,138 | $0 | 2023 |
| Alliant Insurance Services Inc | CONTRACT ADMIN | $9,390 | $5,808 | 2023 |
| Flagstar Advisors Inc. | BROKER/ADVISO R | $0 | $8,753 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $4,533 | $0 | 2023 |
| The Retirement Advantage, Inc. | CONTRACT ADMINISTRATOR | $179 | $3,620 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The I Grace Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- First Freat-West Life & Annuity — Schedule C compensation
- Alliant Insurance Services Inc — Schedule C compensation
- Flagstar Advisors Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Retirement Advantage, Inc. — Schedule C compensation