Gray & Son, Inc. 401(k) Profit Sharing Plan
Sponsored by Gray & Son, Inc. · EIN 520332631 · Plan #002
- Total assets
- $63.0M
- Net assets
- $63.0M
- Active participants
- 303
- With balances
- 466
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $166,943 |
| Leonard J Miller | Accounting, Investment advisory (plan), Direct payment from the plan | $23,500 |
| Morgan Stanley Global Banking Opera | Consulting (general), Other fees | $0 |
| Sageview Advisory Group, Llc | Consulting (pension), Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |