R.J. Grondin & Sons 401(k) Retirement Plan
Sponsored by R.J. Grondin & Sons · EIN 010279685 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 125
- With balances
- 176
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $28,150 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $19,557 |