AUMdb

Gray, Gray & Gray Llp Employees Savings & Security Plan

Sponsored by Gray, Gray & Gray Llp · EIN 042088368 · Plan #001

Total assets
$19.9M
Net assets
$19.9M
Active participants
122
With balances
158

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Mma Securities Recordkeeping, Trustee (institutional), Other services $39,132
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,485