Graham Companies Retirement Savings Plan
Sponsored by Graham Companies · EIN 231988068 · Plan #003
- Total assets
- $38.0M
- Net assets
- $38.0M
- Active participants
- 53
- With balances
- 214
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$69,356 |