AUMdb

Strategic Property Associates, Llc 401(k) Profit Sharing Plan

Sponsored by Strategic Property Associates, Llc · EIN 582447158 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
186
With balances
140

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Raymond, Reeves & Stout Llp Recordkeeping, Direct payment from the plan, Recordkeeping fees $8,005
American United Life Ins. Co Recordkeeping, Participant loan processing, Participant communication $1,937
Financial Mgm Ntwk Inc Consulting (general), Consulting fees $0