AUMdb

Stg International, Inc. 401(k) Retirement Savings Plan

Sponsored by Stg International, Inc. · EIN 521767714 · Plan #001

Total assets
$61.6M
Net assets
$61.6M
Active participants
944
With balances
1,817

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 98% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

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 $333,726
Wells Fargo Advisors Financial Netw Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0