AUMdb

Stord 401(k) Plan

Sponsored by Stord · EIN 475394299 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
153
With balances
178

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
Guideline, Llc Recordkeeping, Consulting (general), Investment advisory (participants) $6,329
Benefit Trust Company Custodial (other), Custodial (securities) $0