AUMdb

Stanley Member Stock Bonus Plan

Sponsored by S.C. Companies, Inc. · EIN 421269893 · Plan #002

Total assets
$96.6M
Net assets
$96.6M
Active participants
830
With balances
1,088

Plan year beginning 04/01/2024 · Stock bonus

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
Newport Trust Company $27,500
Chartwell Financial Advisory, Inc. $26,500
Anderson, Lower, Whitlow, P.C. Accounting $11,625