Stoneridge Inc. 401(k) Retirement Plan
Sponsored by Stoneridge, Inc. · EIN 341598949 · Plan #004
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 678
- With balances
- 833
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping | $65,811 |
| Morgan Stanley & Co. Inc | Investment advisory (plan) | $65,257 |
| Newport Trust Company | Trustee (institutional) | $32,794 |