AUMdb

Stauff Corporation Profit Sharing Plan And Trust

Sponsored by Stauff Corporation · EIN 221980416 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
116
With balances
169

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James & Associates Investment advisory (plan) $24,704
Blue Chip Retirement Plans, Inc. Contract administrator $11,137
Empower Annuity Insurance Company Recordkeeping fees $10,062
Empower Advisory Group Investment management $1,069