Graebel Employees' 401(k) Plan
Sponsored by Graebel Companies, Inc. · EIN 364431621 · Plan #003
- Total assets
- $57.8M
- Net assets
- $57.8M
- Active participants
- 702
- With balances
- 826
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $67,789 |
| Cook Street Consulting Inc | Consulting (general) | $26,095 |
| Cook Street Consulting | Consulting (general) | $25,335 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,806 |