Graceland Fruit, Inc. 401(k) Plan
Sponsored by Graceland Fruit, Inc. · EIN 382016646 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 155
- With balances
- 135
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz & Company Inc | Investment advisory (plan) | $22,329 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $20,179 |