AUMdb

Stroudwater Associates Employee Stock Ownership 401(k) Plan

Sponsored by Stroudwater Associates · EIN 010459937 · Plan #002

Total assets
—
Net assets
—
Active participants
29
With balances
37

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Commonwealth Equity Service Llc Dba Other fees $26,211
Blue Ridge Esop Associates Contract administrator $340
Empower Annuity Insurance Co. Recordkeeping fees $0