The Graham Companies Pension Plan
Sponsored by The Graham Companies · EIN 650127392 · Plan #001
- Total assets
- $43.7M
- Net assets
- $43.7M
- Active participants
- 189
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Russell Investments Capital, Llc CRD 37550 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Russell Investments | Investment management, Investment management fees (direct), Investment management fees (indirect) | $196,741 |
| Principal Custody Solutions | Contract administrator, Direct payment from the plan, Recordkeeping fees | $84,663 |
| Principal Financial Group | Contract administrator, Investment management fees (direct) | $24,817 |
| Ksdt, Cpa | Accounting, Direct payment from the plan | $17,500 |