AUMdb

Grange Enterprise Incentive Savings Plan

Sponsored by Grange Insurance Company · EIN 314192970 · Plan #002

Total assets
$396M
Net assets
$396M
Active participants
1,162
With balances
1,813

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $136,069
Vanguard Advisers Inc. Investment advisory (participants) $103,489