Stifel Financial Profit Sharing 401(k) Plan
Sponsored by Stifel Financial Corp. · EIN 431273600 · Plan #001
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 8,303
- With balances
- 10,083
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 |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $363,056 |
| Forvis Mazars, Llp | Accounting | $31,311 |