How big is Grace Inspired Ministries' plan?

Grace Inspired Ministries' plan reported $16.3M in assets and 466 participants for 2024.

Original filing (PDF)20260115101608NAL0016346177001

Grace Inspired Ministries

Name: Grace Inspired Ministries — Grace Inspired, Form 5500 (2024)
Creator: Grace Inspired Ministries
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Grace Inspired Ministries 401(k) Plan

401(k) retirement plan · Grace Inspired Ministries' Grace Inspired Ministries 401(k) Plan held $16.3M in plan assets for 466 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

466

Accounts w/ balance

342

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

People on this filing

Daniel McKee signed Grace Inspired Ministries' 2024 Form 5500 as plan administrator.

Daniel McKee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Grace Inspired Ministries' EIN is 81-4735423.

EIN 81-4735423

Plan number 001

Plan year 2024

ACK ID 20260115101608NAL0016346177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grace Inspired Ministries from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grace Inspired Ministries' plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRACE INSPIRED MINISTRIES.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 9K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

GRACE INSPIRED MINISTRIES

EIN

all filings

Address

12 LUTHERAN HOME DRIVE · TELFORD, PA · 18969

Phone

(215) 723-9819

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$82K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	93-0987232	—	ADVISOR	$0	—
TRIAD ADVISORS LLC	65-0173164

Investments

32 direct securities· $16.0M(98% of reported assets)

Mutual Funds

$14.9M

21 holdings

Common Collective Trusts

$835K

5 holdings

Bonds / Notes

$143K

1 holding

Other securities

$60K

4 holdings

U.S. Treasuries

$31K

1 holding

					% of plan
American Funds American Funds Target Date 2035 R6	Mutual Funds	—	—	$3.3M	20.0%
American Funds American Funds Target Date 2030 R6	Mutual Funds	—	—	$1.9M	11.9%
American Funds American Funds Target Date 2025 R6	Mutual Funds	—	—	$1.8M	10.8%
American Funds American Funds Target Date 2010 R6	Mutual Funds	—	—	$1.3M	8.1%
American Funds American Funds Target Date 2040 R6	Mutual Funds	—	—	$1.0M	6.4%
American Funds American Funds Target Date 2020 R6	Mutual Funds	—	—	$1.0M	6.2%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.0M	6.2%
American Funds American Funds Target Date 2050 R6	Mutual Funds	—	—	$926K	5.7%
American Funds American Funds Target Date 2015 R6	Mutual Funds	—	—	$795K	4.9%
American Funds American Funds Target Date 2055 R6	Mutual Funds	—	—	$605K	3.7%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$603K	3.7%
American Funds American Funds Target Date 2045 R6	Mutual Funds	—	—	$480K	2.9%
Fidelity Advisor Equity Growth Fund Class Z	Mutual Funds	—	—	$429K	2.6%
Participant loans Interest rates ranging from 4.25% to 9.5%	Bonds / Notes	—	—	$143K	0.9%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$86K	0.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$64K	0.4%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$60K	0.4%
Dodge & Cox Dodge & Cox Stock Fund Class X	Mutual Funds	—	—	$55K	0.3%
American Funds American Funds New Perspective Fund Class R6	Mutual Funds	—	—	$54K	0.3%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$47K	0.3%
Fidelity Advisor Small Cap Growth Fund	Mutual Funds	—	—	$45K	0.3%
Dodge & Cox Dodge & Cox Income Fund Class X	Mutual Funds	—	—	$42K	0.3%
Allspring Global Investments Allspring Special Mid Cap Value R6	Other securities	—	—	$33K	0.2%
JP Morgan JP Morgan Government Bond R6	U.S. Treasuries	—	—	$31K	0.2%
American Funds American Funds Target Date 2060 R6	Mutual Funds	—	—	$28K	0.2%
American Funds American Funds Target Date 2065 R6	Mutual Funds	—	—	$27K	0.2%
Fidelity International Index Fund	Common Collective Trusts	—	—	$22K	0.1%
First Eagle First Eagle Global Fund	Other securities	—	—	$15K	<0.1%
PIMCO Global Bond Opportunities Fund Institutional Class 810 Prudential Global Investment Management High Yield R6	Mutual Funds	—	—	$8K	<0.1%
American Funds American Funds New World Fund Class R6	Mutual Funds	—	—	$7K	<0.1%
JP Morgan JPMorgan Mid Cap Growth Fund Class R6	Other securities	—	—	$6K	<0.1%
Undiscovered Managers Undiscovered Managers Behavioral Val R6	Other securities	—	—	$6K	<0.1%