Stouse, Llc Profit Sharing / 401(k) Savings Plan
Sponsored by Stouse, Llc · EIN 475521700 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $98,622 |
| Uhy Llp Certified Public Accountant | Accounting, Other fees | $0 |
| Creative Planning, Inc. | Investment advisory (plan), Other fees | $0 |
| Aurora Private Wealth, Inc. | Investment advisory (plan), Other fees | $0 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |