Defined Contribution Pension Plan For Employees Of Graham Windham
Sponsored by Graham Windham · EIN 132926426 · Plan #004
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 284
- With balances
- 661
Plan year beginning 07/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Mutual Of America | Claims processing, Recordkeeping, Account maintenance fees | $11,357 |