Grammer Collective Bargained Retirement Plan
Sponsored by Grammer Inc. · EIN 411280872 · Plan #002
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 188
- With balances
- 138
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $33,013 |
| Meaden & Moore Ltd | Accounting | $32,357 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $27,764 |
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $17,044 |