Stowers Group Retirement Plan
Sponsored by Stowers Resource Management Inc. · EIN 412186719 · Plan #002
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 401
- With balances
- 595
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $13,275 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $460 |