Staff Management, Inc. Pooled Employer Plan
Sponsored by Staff Management, Inc. · EIN 363243445 · Plan #001
- Total assets
- $32.8M
- Net assets
- $32.8M
- Active participants
- 1,257
- With balances
- 659
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 |
|---|---|---|
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savant Wealth Management | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $89,172 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $48,599 |
| Benning Group, Llc | Accounting, Direct payment from the plan | $47,398 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $7,736 |