Grange Insurance Association Savings & Investment Plan
Sponsored by Grange Insurance Association · EIN 916025140 · Plan #002
- Total assets
- $51.5M
- Net assets
- $51.5M
- Active participants
- 185
- With balances
- 251
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
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 | $14,655 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,634 |