AUMdb

Gray West Construction Inc. 401(k) Plan

Sponsored by Gray West Construction Inc. · EIN 330886450 · Plan #001

Total assets
$27.4M
Net assets
$27.4M
Active participants
145
With balances
229

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Kestra Advisory Services, Llc Investment advisory (plan), Direct payment from the plan $76,832
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $52,143