AUMdb

Grayco Inc. 401(k) Profit Sharing Plan

Sponsored by Grayco, Inc. · EIN 541629254 · Plan #002

Total assets
$21.0M
Net assets
$21.0M
Active participants
157
With balances
183

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024
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 Annuity Insurance Company A Recordkeeping fees $58,864
Raymond James & Associates Investment advisory (plan) $40,011
Empower Advisory Group, Llc Investment management $2,970