Stites & Harbison, Pllc Restated Security Plan I
Sponsored by Stites & Harbison · EIN 610680249 · Plan #001
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 323
- With balances
- 487
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $55,000 |
| T. Rowe Price Rps Inc. | Recordkeeping, Trustee (institutional), Securities brokerage | $52,590 |
| Crowe Llp | Accounting, Consulting (general), Direct payment from the plan | $30,592 |
| Retirement Management Services, Llc | Plan administrator, Consulting (general), Direct payment from the plan | $7,860 |