Stevens & Lee Savings Plan
Sponsored by Stevens & Lee · EIN 231886296 · Plan #002 · Reading, PA
- Total assets
- $281M
- Net assets
- $278M
- Active participants
- 385
- With balances
- 546
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
| Bny Mellon Advisors, Inc. CRD 106108 | fuzzy_auto · 97% | 2024 |
| Alliancebernstein Corporation CRD 107445 | deterministic · 100% | 2024 |
| Capital Research Company CRD 110684 | deterministic · 100% | 2024 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 95% | 2024 |
| Fuller & Thaler Asset Management Inc CRD 107033 | fuzzy_auto · 99% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 95% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 95% | 2024 |
| Pacific Investment Counsel, Inc. CRD 136813 | fuzzy_auto · 94% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| Seafarer Capital Partners, Llc CRD 158671 | deterministic · 100% | 2024 |
| Partners Group (Usa) Inc. CRD 145228 | deterministic · 100% | 2024 |
| Renaissance Technologies Llc CRD 106661 | deterministic · 100% | 2024 |
| Ironwood Capital Management Corp CRD 109330 | deterministic · 100% | 2024 |
| Lasalle Investment Management CRD 165025 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Trustee (institutional), Investment management, Securities brokerage | $1,205,999 |
| Bank Of America | Trustee (institutional), Direct payment from the plan | $112,433 |
| Conrad Siegel Actuaries | Recordkeeping, Participant communication, Other services | $46,348 |
| Delaware Company | Investment management, Investment management fees (indirect) | $0 |
| Chiron Investment Management, Llc | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Advisors Llc | Investment management, Investment management fees (indirect) | $0 |
| Bny Mellon Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Alliancebernstein Lp | Investment management, Investment management fees (indirect) | $0 |
| Capital Research And Company | Investment management, Investment management fees (indirect) | $0 |
| Legg Mason Partners Fund Advisor, L | Investment management, Investment management fees (indirect) | $0 |
| Columbia Mangmt Investment Advisors | Investment management, Investment management fees (indirect) | $0 |
| Congress Asset Co | Investment management, Investment management fees (indirect) | $0 |
| Fuller & Thaler Asset Management, I | Investment management, Investment management fees (indirect) | $0 |
| Invesco Advisers, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Jp Morgan Investment Inc | Investment management, Investment management fees (indirect) | $0 |
| Loomis, Sayles & Company Lp | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| Transamerica Asset Inc | Investment management, Investment management fees (indirect) | $0 |
| Lord, Abbett & Co Llc | Investment management, Investment management fees (indirect) | $0 |
| Pacific Investment Company Llc | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Seafarer Capital Partners, Llc | Investment management, Investment management fees (indirect) | $0 |
| Partners Group (Usa) Inc | Investment management, Investment management fees (indirect) | $0 |
| Renaissance Technologies Llc | Investment management, Investment management fees (indirect) | $0 |
| Ironwood Capital Management | Investment management, Investment management fees (indirect) | $0 |
| Lasalle Investment Management, Inc. | Investment management, Investment management fees (indirect) | $0 |