AUMdb

Graves Gilbert Clinic Revised Profit Sharing Plan

Sponsored by Graves Gilbert Clinic Pllc · EIN 610700826 · Plan #002

Total assets
$187M
Net assets
$187M
Active participants
1,273
With balances
1,573

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $124,971
Carr Riggs & Ingram Accounting $12,500
Valerie T Mayer Legal $1,934