Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRAND ASSET MANAGEMENT, LLC
EIN 84-2362253Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
8
131-07 40TH ROAD, SUITE E3 - GREAT NECK, NY 11024347-549-9288
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GRAND ASSET MANAGEMENT, LLC PENSION PLAN
TraditionalDB
Assets$3.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GRAND ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
403b
Assets$943K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GRAND ASSET MANAGEMENT, LLC PENSION PLAN | TraditionalDB | $3.9M | 4 | 2025 | |
| 001 | GRAND ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 403b | $943K | 4 | 2025 |
Retirement plans