Grace Management Group, Llc 401(k) Plan
Sponsored by Grace Management Group, Llc · EIN 582448324 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 181
- With balances
- 179
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 |
|---|---|---|
| First Heartland Consultants, Inc. CRD 110377 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of Amer | Recordkeeping fees | $13,011 |
| First Heartland Consultants | Investment advisory (plan) | $5,935 |