AUMdb

William Grant & Sons, Inc. Savings And Investment Plan

Sponsored by William Grant & Sons Inc · EIN 221757718 · Plan #002

Total assets
$107M
Net assets
$107M
Active participants
316
With balances
440

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $64,515