Stevens Aerospace And Defense Systems Llc 401(k) Savings And Retirement Plan
Sponsored by Stevens Aerospace And Defense Systems, Llc · EIN 823002064 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 298
- With balances
- 455
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Independent Advisor Alliance, Llc CRD 168267 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,346 |
| Independent Advisor Alliance | Investment advisory (plan), Direct payment from the plan | $9,300 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |