AUMdb

Stoneage 401(k) Retirement Plan

Sponsored by Stoneage, Inc. · EIN 840810170 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
156
With balances
194

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sageview Advisory Group Investment advisory (plan), Direct payment from the plan $25,398
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $17,991