AUMdb

Stoneridge Meat & Country Market, Inc. Retirement Plan

Sponsored by Stoneridge Meat & Country Market, Inc. · EIN 201272774 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
238
With balances
176

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward Jones Investment advisory (plan), Other fees $22,013
Pension Consultants Co., Inc. Other services, Direct payment from the plan, Other fees $2,100
Capital Group Retirement Plan Svc Investment management, Participant loan processing, Investment management fees (indirect) $875