Granger Medical Clinic, P.C. 401(k) And Profit Sharing Plan
Sponsored by Granger Medical Clinic, P.C. · EIN 870284475 · Plan #003
- Total assets
- $92.9M
- Net assets
- $92.9M
- Active participants
- 921
- With balances
- 1,363
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| 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 | $118,028 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $63,000 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $41,565 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $23,033 |