Stein & Associates, Llc 401(k) Profit Sharing Plan
Sponsored by Stein & Associates, Llc · EIN 640913971 · Plan #001
- Total assets
- $41.3M
- Net assets
- $41.3M
- Active participants
- 1,041
- With balances
- 484
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $59,735 |
| Cadence Bank | Investment advisory (plan) | $54,970 |
| Landmark, Cpas | Accounting | $25,996 |