AUMdb

Retirement Income Plan Of Graham Corporation

Sponsored by Graham Corporation · EIN 161194720 · Plan #001

Total assets
$30.8M
Net assets
$30.8M
Active participants
50
With balances
0

Plan year beginning 01/01/2024

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
Burke Group Now Part Of Usi Actuarial, Direct payment from the plan $94,521
Sageview Advisory Group, Llc Investment management fees (direct) $35,000
Vanguard Fiduciary Trust Company Trustee (institutional), Direct payment from the plan $16,693
Freed Maxick Accounting, Direct payment from the plan $14,000