James R Grisi

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

1,288

Total plan assets

$37.8M

Filings (rows)

Direct comp

$86K

Indirect comp

Showing only "JAMES R GRISI"

View all 14 variants aggregated →

JAMES R NELLIGAN & ASSOCIATES6 JAMES R KLEMME3 JAMES R HAM3 JAMES R GRISI PC3 JAMES RIVER WEALTH ADVISORS2 JAMES R NELLIGAN & ASSOCS2 JAMES RICHARDSON LPL FINANCIAL2

SERVICES PROVIDED

Legal counsel2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ssoba Defined Contribution Retirement Fund Ssoba Defined Contribution Retirement Fund · all filings	WEST BABYLON, NY	Legal counsel	674	$20.7M	$43K	$0
Ssoba Defined Contribution Retirement Fund Ssoba Defined Contribution Retirement Fund · all filings	WEST BABYLON, NY	Legal counsel	614	$17.1M	$43K	$0