AUMdb

The Sterno Group Companies, Llc 401(k) Profit Sharing And Trust

Sponsored by The Sterno Group Companies, Llc · EIN 205599323 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
250
With balances
260

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
Creative Planning Holdco Llc Dba Cr Other fees $41,110
Empower Annuity Insurance Company O Recordkeeping fees $35,362