AUMdb

Grappone Companies 401(k) Plan And Trust

Sponsored by Grappone Mgmt. Co., Inc. · EIN 020377479 · Plan #002

Total assets
$35.8M
Net assets
$35.8M
Active participants
342
With balances
422

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
Lpl Financial Rpcp Investment advisory (plan) $52,765
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $47,213