AUMdb

Swenson Granite 401(k) Retirement Plan

Sponsored by Rock Of Ages Corporation · EIN 030153200 · Plan #003

Total assets
$29.3M
Net assets
$29.3M
Active participants
112
With balances
169

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
Caron & Bletzer, Pllc Accounting $11,000
Empower Annuity Insurance Company Recordkeeping fees $9,621
Plan Integrity Partners, Llc Contract administrator $9,458