Sterling Seacrest Pritchard, Inc. Retirement Plan
Sponsored by Sterling Seacrest Pritchard, Inc. · EIN 450491669 · Plan #001
- Total assets
- $63.5M
- Net assets
- $63.5M
- Active participants
- 352
- With balances
- 426
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (plan) | $55,089 |
| Erisa Services Of Georgia Llc | Contract administrator | $34,802 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $18,225 |
| Empower Advisory Group | Investment management | $17,329 |
| Empower Financial Services, Inc. | Shareholder servicing fees, Securities brokerage | $140 |