AUMdb

Stefanini Retirement Savings Plan

Sponsored by Stefanini · EIN 382774613 · Plan #001

Total assets
$69.7M
Net assets
$69.7M
Active participants
977
With balances
1,455

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $78,019
Bank Of America N.A. Investment advisory (plan), Direct payment from the plan $50,034