AUMdb

Stately 401(k) Plan

Sponsored by Stately Doors & Windows, Llc · EIN 862214509 · Plan #001

Total assets
$808K
Net assets
$808K
Active participants
151
With balances
164

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $16,432