Graeter's Manufacturing Co. 401(k) Retirement Savings Plan
Sponsored by Graeter's Manufacturing Co. · EIN 310586812 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 613
- With balances
- 345
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $21,117 |
| Transamerica Financial Life Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $7,747 |
| Mcgregor & Associates | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,184 |
| Mesirow Financial, Inc | Investment advisory (plan) | $1,580 |
| Mcgregor & Associates, Inc | Contract administrator, Direct payment from the plan, Other services | $1,554 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |