High Grade Beverage Retirement Fund
Sponsored by High Grade Beverage Co. · EIN 220989250 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 30
- With balances
- 0
Plan year beginning 02/01/2024
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 |
|---|---|---|
| Bank Of America | Custodial (securities), Trustee (discretionary) | $77,334 |