Stewart Home & School, Llc Retirement Plan
Sponsored by Stewart Home & School, Llc · EIN 610715171 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 158
- With balances
- 184
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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcf Advisors Llc | Investment management, Direct payment from the plan | $22,368 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $18,150 |