Stier Supply Company 401(k) Profit Sharing Plan & Trust
Sponsored by Stier Supply Company · EIN 570283944 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 431
- With balances
- 273
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 |
|---|---|---|
| Cornerstone Wealth Group, Llc CRD 289971 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Wealth Group Llc | Investment advisory (participants) | $28,360 |
| Paychex, Inc. | Recordkeeping | $19,459 |