AUMdb

Stange Law Firm, Pc 401(k) Profit Sharing Plan

Sponsored by Stange Law Firm Pc · EIN 261154622 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
79
With balances
166

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
Trinity Wealth Advisors, L.L.C. CRD 109452 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $14,884
Trinity Wealth Advisors Llc Investment advisory (plan) $7,090