Stratford Homes 401(k) Plan
Sponsored by Stratford Homes Limited Partnership · EIN 391649158 · Plan #002
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 131
- With balances
- 130
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $19,284 |
| Wipfli Llp | Accounting, Direct payment from the plan | $13,500 |
| The Hays Financial Group | Investment advisory (plan), Investment management fees (direct) | $10,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |