Stephens Pipe And Steel 401(k) Plan
Sponsored by Stephens Pipe And Steel, Llc · EIN 262319757 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 1,070
- With balances
- 1,000
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $76,966 |
| Robert W. Baird & Co. Incorporated | Investment advisory (plan), Direct payment from the plan | $60,826 |
| Nova 401(k) Associates | Contract administrator, Other fees, Other services | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |