Stubbe & Associates, Inc. Savings Plan
Sponsored by Stubbe & Associates, Inc. · EIN 411546926 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 101
- With balances
- 122
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $62,636 |
| Visionpoint Advisory Group Llc | Investment advisory (plan), Other fees, Consulting (general) | $33,382 |