Sturdy Savings Bank 401 K Retirement Savings Plan
Sponsored by Sturdy Savings Bank · EIN 210605343 · Plan #002
- Total assets
- $36.7M
- Net assets
- $36.7M
- Active participants
- 136
- With balances
- 183
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 |
|---|---|---|
| Alden Capital Management Inc. CRD 293551 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alden Capital Management Inc | Investment advisory (plan) | $33,052 |
| Caron & Bletzer, Pllc | Accounting | $12,500 |
| Cetera Investment Advisers Llc | Other fees | $10,402 |
| Empower Advisory Group, Llc | Investment management | $2,313 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |