Astrion 401(k) Plan
Sponsored by Astrion · EIN 621008247 · Plan #001
- Total assets
- $359M
- Net assets
- $359M
- Active participants
- 2,679
- With balances
- 3,937
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 |
|---|---|---|
| Smith Thornton Advisors, Llc CRD 312537 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $199,512 |
| Smith Thornton Advisors Llc | Investment advisory (plan) | $181,039 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $89,986 |
| Caron And Bletzer, Pllc | Accounting | $7,448 |