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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Currie/Curfin Motors Currie/Curfin Motors 401(k) Plan · all filings	FOREST PARK, IL	Advisor / Consultant	243	$29.9M	$48K	$0
Currie/Curfin Motors Currie/Curfin Motors 401(k) Plan · all filings	FOREST PARK, IL	Advisor / Consultant	244	$24.7M	$40K	$0
Currie/Curfin Motors Currie/Curfin Motors 401(k) Plan · all filings	FOREST PARK, IL	Advisor / Consultant	220	$20.7M	$39K	$0