Grape Expectations 401(k) Profit Sharing Plan
Sponsored by Grape Expectations · EIN 942423490 · Plan #002
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 111
- With balances
- 172
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Transamerica Li Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,552 |
| Merrill Lynch Life Agency, Inc. | Investment advisory (plan) | $20,242 |
| Benefit Resources, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,289 |