Graham Enterprise 401(k) Profit Sharing Plan
Sponsored by Graham Enterprise, Inc. · EIN 363728266 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 223
- With balances
- 341
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 |
|---|---|---|
| Ubs Financial Services Inc. | Consulting fees | $47,128 |
| Correll Co. | Recordkeeping | $33,734 |