Structure Tone Organization 401 K Plan
Sponsored by Sto Building Group, Inc. · EIN 814302917 · Plan #003
- Total assets
- $402M
- Net assets
- $402M
- Active participants
- 1,549
- With balances
- 2,093
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (participants), Direct payment from the plan | $353,605 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $247,603 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $82,958 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |