Storis 401(k) Plan
Sponsored by Storis, Inc. · EIN 222943409 · Plan #001
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 154
- With balances
- 200
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Envestnet Retirement Solutions | Investment advisory (participants) | $15,784 |
| The Mandmarblestone Group Llc | Recordkeeping, Direct payment from the plan | $4,220 |
| The Vanguard Group, Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $3,573 |
| Ascensus, Llc | Contract administrator | $0 |