Grand Rapids Symphony Society Retirement Plan
Sponsored by Grand Rapids Symphony Society · EIN 386005447 · Plan #002
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 96
- With balances
- 114
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $86,335 |
| Principal Life Insurance Company | Contract administrator, Investment management fees (direct) | $86,335 |
| Raymond James & Associates, Inc. | Investment advisory (plan), Other fees | $0 |