Sponsor portfolio
GRASSI INVESTMENT MANAGEMENT LLC
EIN 94-3350355investment managementLatest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
6
2350 MISSION COLLEGE BLVD., STE 190 - SANTA CLARA, CA 95054650-934-0770grassiinvest.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GRASSI INVESTMENT MANAGEMENT LLC 401(K) & PROFIT SHARING PLAN | 401k | $1.7M | 6 | 2024 |
Retirement plans