The Gradall Company Employees' Retirement Plan
Sponsored by Gradall Industries Llc · EIN 742660540 · Plan #341
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 39
- With balances
- 0
Plan year beginning 01/01/2024
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 Trust Company | Recordkeeping, Custodial (securities), Trustee (institutional) | $63,831 |
| Usi Consulting Group | Actuarial | $40,155 |
| Capfinancial Partners Llc | Investment management fees (direct) | $13,500 |
| Whitley Penn Llp | Accounting | $10,815 |
| Principal Trust Company | Recordkeeping, Custodial (securities), Trustee (institutional) | $0 |
| Principal Trust Company | Recordkeeping, Custodial (securities), Trustee (institutional) | $0 |