AUMdb

Stg Family Of Companies, Llc 401(k) Profit Sharing Plan

Sponsored by Stg Family Of Companies, Llc · EIN 341908554 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
156
With balances
147

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
Lion Street Advisor, Llc Accounting $7,268
Fidelity Investments Institutional Recordkeeping fees $1,168