AUMdb

Graef Esop

Sponsored by Graef Usa Inc. · EIN 391083592 · Plan #002

Total assets
$5.8M
Net assets
$5.8M
Active participants
305
With balances
377

Plan year beginning 01/01/2024 · Stock bonus

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
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $22,365
Reinhart Legal, Direct payment from the plan $9,581
Newport Group Inc Recordkeeping, Recordkeeping fees $5,010