The Graham Company Employee Stock Ownership Plan
Sponsored by William A Graham Company · EIN 231570876 · Plan #004
- Total assets
- $33.0M
- Net assets
- $32.9M
- Active participants
- 0
- With balances
- 261
Plan year beginning 01/01/2024 · Stock bonus
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 |
|---|---|---|
| Morgan Stanley | Trustee (institutional), Investment management fees (direct) | $59,760 |
| Scj Consulting Services, Llc | Trustee (institutional) | $27,201 |
| Kreischer Miller | Accounting | $13,244 |
| Penchecks | Trustee (institutional) | $11,745 |