The Graham Companies 401(k) Plan
Sponsored by The Graham Companies · EIN 650127392 · Plan #002
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 305
- With balances
- 348
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 |
|---|---|---|
| Nfp Retirement Inc. | Investment advisory (plan), Direct payment from the plan, Investment management | $87,626 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $38,073 |
| Ksdt Cpa | Accounting, Direct payment from the plan | $15,000 |
| Ksdt, Cpa | Accounting, Direct payment from the plan | $15,000 |