AUMdb

Granite Group Wholesalers Profit Sharing Plan & Trust

Sponsored by Granite Group Wholesalers, Llc · EIN 020495286 · Plan #001

Total assets
$65.0M
Net assets
$65.0M
Active participants
710
With balances
847

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $202,994
Global Retirement Partners Llc Investment advisory (plan) $105,431
Rpw Solutions Llc Contract administrator $29,315