State Holding Company 401(k) Plan
Sponsored by State Holding Company · EIN 710595088 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 152
- With balances
- 172
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 |
|---|---|---|
| Voya Financial Advisors, Inc. CRD 2882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Financial Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $18,994 |
| Definiti, Llc | Other services | $3,050 |
| Morningstar | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |