Graef Retirement Savings Plan — Form 5500 plan (Graef-Usa 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, Graef Retirement Savings Plan is a benefit plan reported by Graef-Usa Inc. under EIN 39-1083592 and plan number 001. The latest loaded filing year is 2023. The filing reports 401 participants and $71,558,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graef-Usa Inc.
- EIN
- 39-1083592
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $71,558,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20241015145032NAL0028821809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,558,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,558,268
- Net assets (BOY)
- $60,287,094
Income & contributions
- Employer contributions
- $471,132
- Participant contributions
- $2,846,785
- Total contributions
- $4,110,344
- Total income / additions
- $15,505,980
Expenses & distributions
- Benefits paid
- $4,056,351
- Administrative expenses
- $124,890
- Total expenses
- $4,234,806
- Net increase / (decrease)
- $11,271,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $71,064 | $0 | 2023 |
| Morgan Stanley | ADVISOR | $38,826 | not reported in the loaded dataset | 2023 |
| Wipfli, Llp | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |