Grassi Advisor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

200

Total plan assets

$32.2M

Filings (rows)

Direct comp

$69K

Indirect comp

Aggregating 2 name variants under "GRASSI ADVISOR"

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GRASSI ADVISOR & ACCOUNTANTS2 GRASSI ADVISORY GROUP1

SERVICES PROVIDED

Accountant / Auditor2

Other service providers1

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CNY Business Solutions CNY 401(k) Plan · all filings	NEW YORK, NY	Accountant / Auditor	47	$13.5M	$17K	$0
CNY Business Solutions CNY 401(k) Plan · all filings	NEW YORK, NY	Accountant / Auditor	67	$13.0M	$15K	$0
Board of Trustees, UMWA-BCOA Training and Education Fund UMWA-BCOA Training and Education Fund · all filings	TRIANGLE, VA	Other service providers	86	$5.7M	$37K	$0