AUMdb

Wayne J. Griffin Electric, Inc. Retirement Savings Plan

Sponsored by Wayne J. Griffin Electric, Inc · EIN 042650465 · Plan #001

Total assets
$220M
Net assets
$220M
Active participants
1,307
With balances
1,281

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $57,034
Mma Securities Investment advisory (plan) $46,698
Citrin Cooperman Accounting $5,250
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$57,957