AUMdb

Grayrobinson 401(k) Plan

Sponsored by Grayrobinson, P.A. · EIN 591300132 · Plan #002

Total assets
$222M
Net assets
$222M
Active participants
496
With balances
756

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $41,243
Empower Annuity Insurance Company Recordkeeping fees $548