Grassi Advisory Group, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Grassi Advisory Group, INC. (EIN 921479802)
  • Plan Type: DC
  • Total Participants: 357
  • Total Assets: $50.2M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024357$50.2M$15.0M$0
2023432$500,000$500,000$0

Service Providers

  • GT REILLY AND COMPANY — Accountant / Independent Qualified Public Accountant

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