Stadler Us Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Stadler Us Inc. · EIN 451866733 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 476
- With balances
- 463
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 |
|---|---|---|
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dynamic Wealth Advisors Llc | Investment advisory (plan) | $52,595 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $40,129 |
| National Benefit Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,862 |