Stradley, Ronon, Stevens & Young, Llp Retirement Plan Ii
Sponsored by Stradley, Ronon, Stevens & Young, Llp · EIN 231130381 · Plan #004
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 153
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Haverford Trust Company | Investment advisory (participants), Direct payment from the plan | $7,205 |
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $6,036 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $612 |