Graef Retirement Savings Plan
Sponsored by Graef Usa Inc. · EIN 391083592 · Plan #001
- Total assets
- $77.8M
- Net assets
- $77.8M
- Active participants
- 315
- With balances
- 424
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Direct payment from the plan | $75,958 |
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan) | $46,577 |
| Cliftonlarsonallen Llp | Accounting | $23,610 |