AUMdb

Gryphon Investors 401 K Retirement Plan

Sponsored by Gryphon Advisors, Llc · EIN 943332997 · Plan #001

Total assets
$34.7M
Net assets
$34.7M
Active participants
145
With balances
161

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
Milliman Recordkeeping, Consulting (pension), Copying and duplicating $5,838
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $0
Charles Schwab & Co, Inc. Custodial (securities), Shareholder servicing fees $0