AUMdb

Star Service Of Baton Rouge 401(k) Profit Sharing Plan And Trust

Sponsored by Star Service Of Baton Rouge · EIN 720966925 · Plan #004

Total assets
$10.6M
Net assets
$10.6M
Active participants
180
With balances
180

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping $33,968
Leafhouse Financial Advisors Llc Investment management, Shareholder servicing fees $10,748
Erisa Smart Investment management, Shareholder servicing fees $7,522
Nationwide Investment management, Shareholder servicing fees $1,959
Nationwide Retirement Plans Investment management, Shareholder servicing fees $500
Raymond James & Assoc Inc Investment management, Shareholder servicing fees $0
Raymond James & Assoc Inc Investment management, Shareholder servicing fees $0