Grubb Management, Llc 401(k) Ps Plan
Sponsored by Grubb Management, Llc · EIN 561758296 · Plan #001
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 222
- With balances
- 316
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 |
|---|---|---|
| Kestra Financial | Investment advisory (plan), Direct payment from the plan | $50,199 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $26,169 |