Form 5500 Search

TRIGRAN INVESTMENTS

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
4
Active participants
52,407
Total plan assets
$6.1B
Filings (rows)
4
Direct comp
$1.1M
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant4

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT PLAN FOR STAFF EMPLOYEES
NEW HAVEN, CT
Advisor / Consultant
INVESTMENT MANAGER
7,789$2.0B$296K
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT PLAN FOR STAFF EMPLOYEES
NEW HAVEN, CT
Advisor / Consultant
INVESTMENT MANAGER
7,589$2.0B$398K
YALE UNIVERSITY
YALE UNIVERSITY PLAN OF HEALTH COVERAGE FOR RETIRED EMPLOYEES
NEW HAVEN, CT
Advisor / Consultant
INVESTMENT MANAGER
19,006$1.1B$246K
YALE UNIVERSITY
YALE UNIVERSITY PLAN OF HEALTH COVERAGE FOR RETIRED EMPLOYEES
NEW HAVEN, CT
Advisor / Consultant
INVESTMENT MANAGER
18,023$929.0M$184K
TRIGRAN INVESTMENTS — Form 5500 Service Provider Profile | Form 5500 Search