Stax Llc 401(k) Profit Sharing Plan
Sponsored by Stax, Llc · EIN 043282288 · Plan #002
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 131
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $36,738 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,630 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,020 |