Compare: Grassi Advisory Group Employee Stock Ownership Plan

Side-by-side plan comparison from DOL Form 5500 2023 data.

Metric Grassi Advisory Group Employee Stock Ownership Plan
Sponsor GRASSI ADVISORY GROUP, INC.
State New York
Plan Type Other
Industry Professional & Technical Services
Participants 441
Total Assets (EOY) $500K
Net Income $500K
Plan Year 2023

Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov).

Comparison pages are informational only — they summarize the same public filings shown on each entity's detail page. This is not retirement, tax, legal, or financial advice. Verify any figure directly via EFAST2 before drawing conclusions about a specific plan, sponsor, state, or plan type.

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Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.