AUMdb

Grace Schools 401(k) Retirement Plan And Trust

Sponsored by Grace Schools · EIN 350868095 · Plan #002

Total assets
$21.4M
Net assets
$21.4M
Active participants
571
With balances
520

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
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $72,859
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0