Associates Resources Llc 401(k) Retirement Plan
Sponsored by Associates Resources Llc · EIN 263647432 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 155
- With balances
- 224
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 |
|---|---|---|
| Stifel, Nicolaus & Company, Inc | Investment advisory (participants) | $42,356 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $6,674 |
| Tdm Retirement Services, Llc | Contract administrator | $6,398 |