AUMdb

Grannas Brothers Retirement Plan

Sponsored by Grannas Brothers · EIN 231567643 · Plan #002

Total assets
$14.8M
Net assets
$14.8M
Active participants
112
With balances
113

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
Nationwide Trustee (institutional), Direct payment from the plan, Investment management fees (direct) $19,918
Assured Partners Ne Llc Other fees $1,193
Next Financial Group Investment advisory (plan) $0