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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$71.6MPlan net assets, end of year$71,558,268
Participants401Covered participants reported
Assets / participant$178.4KComputed: assets ÷ participants$178,450 (computed)
Provider compensation$124.9K3 Schedule C provider row(s)$124,890
- Plan sponsor
- Graef-Usa Inc.
- EIN
- 39-1083592
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20241015145032NAL0028821809001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$71.6M total assets
Net assets$71.6MLiabilities$0
Full reported line items
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
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
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 |