AUMdb

Gripa Retirement Plan

Sponsored by Greater Rochester Ind. Practice Assn., Inc. · EIN 161507171 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
124
With balances
147

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $3,281
Tbs Agency Inc Other services, Other commissions $0