AUMdb

Stream Realty Partners 401(k) Savings Plan

Sponsored by Stream Realty Partners · EIN 991770642 · Plan #001

Total assets
$97.1M
Net assets
$97.1M
Active participants
1,471
With balances
1,688

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
Prospera Financial Services, Inc. CRD 10740 deterministic · 100% 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 $263,529
Prospera Financial Services Investment advisory (plan), Other fees $0