Independent Stave Company, Llc 401(k) Profit Sharing Plan
Sponsored by Independent Stave Company, Llc · EIN 440515123 · Plan #002
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 2,307
- With balances
- 2,794
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 |
|---|---|---|
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Correll Co. | Recordkeeping, Participant loan processing, Redemption fees | $348,111 |
| Pension Consultants, Inc. | Consulting (pension), Investment advisory (plan), Investment management fees (indirect) | $81,979 |