Stewart Manufacturing Llc 401(k) Profit Sharing Plan
Sponsored by Stewart Manufacturing, Llc · EIN 470893741 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 84
- With balances
- 95
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 |
|---|---|---|
| Security National Bank | Recordkeeping fees, Recordkeeping, Investment management | $28,761 |
| First Bank Upper Michigan | Trustee (institutional) | $15,439 |
| Charles Scwhab Trust Bank | Custodial (securities), Shareholder servicing fees | $1,661 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |
| Anderson Tackman | Accounting | $0 |