AUMdb

Stephen Joseph, Inc. 401(k) Plan

Sponsored by Stephen Joseph, Inc. · EIN 752146463 · Plan #002

Total assets
$2.1M
Net assets
$2.1M
Active participants
79
With balances
86

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $183