AUMdb

Streck Llc Retirement Plan

Sponsored by Streck, Llc · EIN 921849927 · Plan #001

Total assets
$71.4M
Net assets
$71.4M
Active participants
428
With balances
568

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
D.A. Davidson & Co. CRD 199 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Svcs. Recordkeeping, Participant loan processing, Float revenue $93,263
D.A. Davidson & Co Investment advisory (plan) $55,000