Grafton School, Inc. 401 K Plan
Sponsored by Grafton School Incorporated · EIN 540682401 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 732
- With balances
- 724
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Advis | Investment advisory (plan) | $44,032 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $14,695 |
| Empower Advisory Group Llc | Investment management | $1,543 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $360 |