Grayson & Associates, P.C. 401(k) Profit Sharing Plan
Sponsored by Grayson & Associates, P.C. · EIN 630917523 · Plan #002
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 86
- 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 |
|---|---|---|
| Aprio Llp | Accounting | $23,796 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $22,309 |
| Raymond James Insurance Group Inc | Insurance brokerage commissions, Other commissions | $0 |
| Pearce Bevill Leesburg Moore Pc | Contract administrator | $0 |