Stoll Keenon Ogden Profit Sharing Plan
Sponsored by Stoll Keenon Ogden Pllc · EIN 610421389 · Plan #001
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 215
- With balances
- 349
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $70,746 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions, Direct payment from the plan | $177 |