Stein Industries, Inc. 401(k) And Profit Sharing Plan
Sponsored by Stein Industries, Inc. · EIN 390977289 · Plan #002
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 143
- With balances
- 198
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $36,952 |
| Christensen Group Financial Llc | Investment advisory (plan) | $15,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,210 |