Specialized Retail Stores 401(k) Plan
Sponsored by Specialized Retail Stores Llc · EIN 461425563 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 773
- With balances
- 853
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 |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $39,937 |
| Newfront Retirement Services | Consulting (general), Investment advisory (plan) | $10,373 |