Graves, Dougherty, Hearon & Moody 401(k) Plan And Trust
Sponsored by Graves, Dougherty, Hearon & Moody A Professional Corporation · EIN 742587674 · Plan #004
- Total assets
- $55.7M
- Net assets
- $55.7M
- Active participants
- 56
- With balances
- 106
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $13,376 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $6,854 |
| Crowe, Llp | Sub-transfer agency fees | $6,615 |
| Retirement Plan Fiduciaries, Llc | Sub-transfer agency fees, Other fees | $5,050 |