The Stewart Organization 401(k) Partner Plan
Sponsored by The Stewart Organization, Inc. · EIN 630812930 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 145
- With balances
- 164
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $41,766 |
| Definiti Llc | Contract administrator | $8,475 |
| Empower Advisory Group, Llc | Investment management | $7,279 |
| Raymond James Financial Services | Other commissions | $0 |