AUMdb

Graniterock 401(k) Plan

Sponsored by Granite Rock Company · EIN 940519560 · Plan #001

Total assets
$133M
Net assets
$133M
Active participants
384
With balances
528

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $51,940
Capfinancial Partners Llc Investment advisory (plan), Direct payment from the plan $49,982
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $39