Graham Group Us 401(k) Plan
Sponsored by Graham Group (Us) Inc. · EIN 911568578 · Plan #001
- Total assets
- $58.3M
- Net assets
- $58.3M
- Active participants
- 192
- With balances
- 350
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $51,351 |
| Lpl Financial, Llc | Investment advisory (plan) | $39,945 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $4,077 |