Sterett Companies, Llc 401(k) Profit Sharing Plan
Sponsored by Sterett Companies, Llc · EIN 475098750 · Plan #001
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 105
- With balances
- 128
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 |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stadion Money Management | Investment advisory (participants) | $16,535 |
| Lincoln National Corporation | Contract administrator | $11,717 |
| The Retirement Advantage Inc | Recordkeeping | $6,889 |