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Sponsor portfolio

GRIFFIN & GRACE, LLC

EIN 20-8626106-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
25
5960 W PARKER,, STE. 224 - PLANO, TX 75093469-642-3011
Plans on this EIN
2 filings
#002CashBalance-$898K - 3 part#001401k-$748K - 22 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • & G 401(K) (#001)45%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & G 401(K) (#001)22
  • CASH BALANCE PLAN (#002)3
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GRIFFIN & GRACE CASH BALANCE PLAN

CashBalance

Assets$898K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

G & G 401(K) PLAN

401k

Assets$748K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GRIFFIN & GRACE CASH BALANCE PLANCashBalance$898K32024
001G & G 401(K) PLAN401k$748K222024
Retirement plans
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