Sterman Masser, Inc. 401(k) Plan
Sponsored by Sterman Masser, Inc. · EIN 231726207 · Plan #002
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 444
- With balances
- 269
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $35,908 |
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $24,374 |
| Rkl Llp | Accounting | $9,156 |
| Leaf House Financial Advisors | Investment advisory (participants), Investment advisory (plan) | $5,004 |