· 2022–2024 · DOL EFAST2
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Grassi Advisory Group
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
1
Active participants
86
Total plan assets
$5.7M
Filings (rows)
1
Direct comp
$37K
Indirect comp
$0
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
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
Grassi Advisory Group — Form 5500 Service Provider Profile | Form 5500 Search