Gradient Financial Group Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Gradient Financial Group Llc · EIN 263422329 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 312
- With balances
- 396
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 |
|---|---|---|
| Mahoney Ulbrich Christiansen | Accounting, Direct payment from the plan | $10,750 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $10,391 |