AUMdb

Stracon Services Group 401(k) Plan

Sponsored by Stracon Services Group, Llc · EIN 205799138 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
233
With balances
286

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
Sanctuary Wealth Advisors Llc CRD 285428 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sanctuary Advisors Llc Investment advisory (plan), Direct payment from the plan $47,164
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $32,320