Stewart Welding & Fabricating 401(k) Profit Sharing Plan And Trust
Sponsored by Stewart Welding & Fabricating, Inc. · EIN 232526025 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 151
- With balances
- 170
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial, Llc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $24,178 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Trustee (institutional), Participant loan processing | $18,493 |