AUMdb

Stoney Creek 401 K) Plan

Sponsored by Stoney Creek Hospitality Corporation · EIN 421428649 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
455
With balances
160

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $23,813
Visionpoint Advisory Group Investment advisory (plan) $16,016