Graton Resort & Casino 401(k) Plan
Sponsored by Graton Economic Development Auth · EIN 460601203 · Plan #001
- Total assets
- $86.8M
- Net assets
- $86.8M
- Active participants
- 2,055
- With balances
- 2,048
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $160,049 |
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $155,573 |
| Graton Resort And Casino | Recordkeeping, Consulting (pension), Direct payment from the plan | $16,905 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |