AUMdb

Grace Management 401(k) Plan

Sponsored by Grace Management, Inc. · EIN 760117314 · Plan #002

Total assets
$10.5M
Net assets
$10.5M
Active participants
1,824
With balances
2,597

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $119,954
Nfp Retirement, Inc. Investment advisory (plan), Consulting fees $10,357