AUMdb

The Graycor Affiliates Profit Sharing & Employees' Salary Contribution Plan

Sponsored by Graycor Services L.L.C. · EIN 364104400 · Plan #001

Total assets
$88.5M
Net assets
$88.4M
Active participants
240
With balances
425

Plan year beginning 10/01/2024 · 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) $65,145
Vanguard Advisers Inc. Investment advisory (participants) $48,907
Fiducient Advisors Llc Consulting (general) $15,500