Employee Benefit Plan Of Stewart Agency, Inc. D/B/A Earl Stewart Toyota
Sponsored by Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach · EIN 591556109 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 169
- With balances
- 164
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $43,829 |
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $22,173 |