AUMdb

Gross Residential 401(k) Plan

Sponsored by I. & M.J. Gross Company · EIN 341696562 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
408
With balances
109

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $13,591
Pnc Bank National Association Investment advisory (plan) $8,315