Grand River Medical Group Retirement Plan
Sponsored by Dubuque Internal Medicine Pc Dba Grand River Medical Group · EIN 420848123 · Plan #001
- Total assets
- $91.3M
- Net assets
- $91.3M
- Active participants
- 332
- With balances
- 472
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retireright Llc | Consulting (general), Direct payment from the plan | $75,000 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $35,496 |
| Steele Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $17,200 |
| Olsen Thielen & Co., Ltd | Accounting, Direct payment from the plan | $14,300 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $88 |