The John Stewart Company 401(k) Plan
Sponsored by The John Stewart Company · EIN 942477073 · Plan #001
- Total assets
- $66.6M
- Net assets
- $66.6M
- Active participants
- 1,355
- With balances
- 1,826
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $178,418 |
| Sageview Advisory Group, Llc | Consulting (general), Direct payment from the plan | $38,860 |
| Perotti And Carrade | Accounting, Direct payment from the plan | $19,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |