AUMdb

The Stoner Electric Group 401 K Plan

Sponsored by Stoner Electric, Llc · EIN 930612566 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
231
With balances
241

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
Sloy, Dahl & Holst, Llc CRD 110102 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sloy Dahl & Holst, Inc. Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $71,614
Definiti, Llc Recordkeeping, Participant loan processing, Direct payment from the plan $37,484
Hoffman, Stewart And Schmidt, P.C. Accounting, Direct payment from the plan $18,201