GREY INVESTMENT PLANNING

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

707

Total plan assets

$75.2M

Filings (rows)

Direct comp

$127K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CURRIE/CURFIN MOTORS CURRIE/CURFIN MOTORS 401(K) PLAN	FOREST PARK, IL	Advisor / Consultant INVESTMENT ADVISORY-PLAN	243	$29.9M	$48K
CURRIE/CURFIN MOTORS CURRIE/CURFIN MOTORS 401(K) PLAN	FOREST PARK, IL	Advisor / Consultant INVESTMENT ADVISORY-PLAN	244	$24.7M	$40K
CURRIE/CURFIN MOTORS CURRIE/CURFIN MOTORS 401(K) PLAN