Grassi Advisory Group Employee Stock Ownership Plan
Sponsored by Grassi Advisory Group, Inc. · EIN 921479802 · Plan #001
- Total assets
- $50.2M
- Net assets
- $6.4M
- Active participants
- 357
- With balances
- 350
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).
No Schedule C on file for this plan year.