Gross Polowy, Llc 401(k) Plan
Sponsored by Gross Polowy, Llc · EIN 453998320 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 160
- With balances
- 110
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 |
|---|---|---|
| Wny Asset Management, Llc CRD 153872 | fuzzy_auto · 94% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wny Asset Mgmt Llc | Investment advisory (plan) | $17,401 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $13,507 |
| Strategic Advisors | Investment advisory (plan) | $537 |