AUMdb

Storied Management 401(k) Plan

Sponsored by Storied Management, Llc · EIN 824913513 · Plan #001 · Kamas, UT

Total assets
$3.0M
Net assets
$2.9M
Active participants
170
With balances
222

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $15,321