Gray Reed & Mcgraw Llp Attorneys' 401(k) Plan
Sponsored by Gray Reed & Mcgraw Llp · EIN 814045088 · Plan #004
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 113
- With balances
- 169
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,783 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,256 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $24.1M | 113 | ack 20251013143312NAL0003282274001 |
| 12/22/2021 | $21.4M | 98 | ack 20250828210208NAL0010803713001 |