Statcare 401(k) & Profit Sharing Plan
Sponsored by Newstat, Pllc · EIN 814704105 · Plan #001
- Total assets
- $81.8M
- Net assets
- $81.8M
- Active participants
- 219
- With balances
- 206
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 |
|---|---|---|
| Proffitt & Goodson Inc. CRD 105278 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $86,804 |
| Ftb Advisors Inc | Investment management, Direct payment from the plan | $30,018 |
| Proffitt & Goodson Inc | Investment advisory (participants), Direct payment from the plan | $17,603 |
| Meridian Trust & Investment Co | Investment advisory (participants), Direct payment from the plan | $14,594 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,238 |