AUMdb

Griffin Masonry, Inc. Retirement Savings Plan

Sponsored by Griffin Masonry, Inc. · EIN 561736212 · Plan #001 · Charlotte, NC

Total assets
$12.0M
Net assets
$12.0M
Active participants
183
With balances
128

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
Dodson, Shelton & Nelson, Pa Accounting $8,200
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,646
Northwestern Mutual Investment Other commissions $0