AUMdb

Stoneridge Retirement Living Communities 401 K Plan

Sponsored by Stoneridge Retirement Living Communities · EIN 208424515 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
320
With balances
403

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $8,924