Grubbs Family Of Dealerships 401(k) Plan
Sponsored by Grubbs Infiniti, Ltd · EIN 752871140 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 351
- With balances
- 378
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
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 | $32,320 |
| Global Retirement Partners, Llc | Consulting (general), Investment advisory (plan) | $13,644 |
| Forvis | Consulting (general) | $8,400 |