AUMdb

Grant Thornton Advisors Llc 401(k) Savings Plan

Sponsored by Grant Thornton Advisors Llc · EIN 991856619 · Plan #001

Total assets
$1.7B
Net assets
$1.7B
Active participants
6,827
With balances
12,121

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services Inc Recordkeeping, Participant loan processing, Direct payment from the plan $573,885
Fiducient Advisors Llc Investment management, Direct payment from the plan $111,240
Plante & Moran, Pllc Accounting, Direct payment from the plan $19,822