Starwood Property Trust, Inc. Savings Plan
Sponsored by Lnr Property Llc · EIN 800636828 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 308
- With balances
- 462
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 |
|---|---|---|
| Capital Advisors, Inc. CRD 104643 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $42,167 |
| Capital Advisors Inc | Investment advisory (participants), Direct payment from the plan | $9,722 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $491 |