AUMdb

Granite Telecommunications 401(k) Plan

Sponsored by Granite Telecommunications, Llc · EIN 043643290 · Plan #001

Total assets
$198M
Net assets
$198M
Active participants
1,979
With balances
2,331

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $143,336
Morgan Stanley Investment advisory (plan), Direct payment from the plan $109,463
Deloitte & Touche Llp Accounting, Direct payment from the plan $50,000
Citrin Cooperman & Company, Llp Accounting, Direct payment from the plan $21,750
Charles Schwab & Co., Inc Securities brokerage, Securities brokerage commissions $173