Stats Llc Savings Plan
Sponsored by Stats Llc · EIN 841686415 · Plan #001
- Total assets
- $37.6M
- Net assets
- $37.6M
- Active participants
- 122
- With balances
- 350
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco, Llc | Investment advisory (plan) | $56,250 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $45,493 |