AUMdb

Graybill Medical Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Graybill Medical Group, Inc. · EIN 953123703 · Plan #003

Total assets
$51.2M
Net assets
$51.2M
Active participants
84
With balances
187

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 $59,297
Burnham Gibson Wealth Advisors Investment advisory (participants) $17,109
John Hancock Life Insurance Recordkeeping $2,306