Grand Traditions 401(k) Plan
Sponsored by Grand Industrial, Llc · EIN 205360490 · Plan #002
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 927
- With balances
- 387
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 |
|---|---|---|
| Avantax Planning Partners, Inc. CRD 106237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Avantax Planning Partners | Recordkeeping, Investment advisory (plan), Recordkeeping fees | $79,828 |