AUMdb

Standard Enterprises, Inc. 401(k) Plan

Sponsored by Standard Enterprises, Inc. · EIN 720683436 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
134
With balances
106

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Fin Network Ll Investment advisory (plan) $17,728
Empower Annuity Insurance Company Recordkeeping fees $10,469
Leafhouse Financial Advisors, Llc Other fees $4,622
Acuff & Associates Inc Actuarial $3,150