AUMdb

Gray, Inc. Employee Stock Ownership Plan

Sponsored by Gray, Inc. · EIN 610990547 · Plan #002

Total assets
$177M
Net assets
$177M
Active participants
1,529
With balances
1,749

Plan year beginning 01/01/2024 · Profit-sharing

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
Ubs Investments Investment management fees (direct) $131,499
Transition Finance Strategies Contract administrator $77,399
Argent Financial Group Trustee (institutional), Investment management $42,647
Stout Risius Ross, Inc. Valuation $20,852
Forvis Llp Accounting $11,760