Stuartco 401(k) Profit Sharing Plan
Sponsored by Stuartco · EIN 411766226 · Plan #002
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 200
- With balances
- 206
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bemanaged Financial Services, Inc. CRD 140099 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $60,090 |
| Bemanaged | Contract administrator, Plan administrator, Investment advisory (plan) | $6,729 |
| Principal Securities Inc | Other services, Other commissions | $0 |