AUMdb

Steven Robert Originals, Llc 401(k) Plan

Sponsored by Steven Robert Originals, Llc · EIN 841318535 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
1,593
With balances
1,266

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
Voya Retirement Insurance & Annuity Recordkeeping, Investment advisory (participants), Recordkeeping fees $29,717
Wells Fargo Clearing Services, Llc Other fees $0
Rbc Capital Markets Llc Other fees $0