AUMdb

Stirling Properties, Llc Profit Sharing Plan

Sponsored by Stirling Properties, Llc · EIN 721194769 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
127
With balances
121

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
Lpl Financial Llc CRD 6413 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
Lpl Financial Investment advisory (plan) $24,670
Empower Annuity Insurance Company O Recordkeeping fees $9,941
Empower Advisory Group, Llc Investment management $7,085