Grady Management, Inc. 401(k) Savings Plan
Sponsored by Grady Management, Inc. · EIN 520810992 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 279
- With balances
- 329
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Fincl Svcs | Investment advisory (plan) | $30,050 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $27,876 |
| Retirement Planners & Administrator | Contract administrator | $15,636 |