AUMdb

Granite Comfort Lp 401(k) Plan

Sponsored by Granite Comfort Lp · EIN 841883539 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
348
With balances
245

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $34,103
Bowline Financial Llc Recordkeeping, Consulting (pension), Direct payment from the plan $25,956
Granite Comfort Lp Recordkeeping, Consulting (pension), Direct payment from the plan $17,500
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0