AUMdb

Granite Group 401(k) Pep

Sponsored by Granite Group Retirement Llc · EIN 841975097 · Plan #010

Total assets
$21.2M
Net assets
$21.2M
Active participants
239
With balances
167

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
Granite Group Advisors, Llc CRD 127357 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Granite Group Advisors, Llc Plan administrator, Consulting (general), Investment advisory (participants) $60,576
Tpc Qualified Plans Llc Recordkeeping, Consulting (general), Participant loan processing $8,857