AUMdb

Warners Stellian Co. , Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Warners Stellian Co., Inc. · EIN 410971741 · Plan #002

Total assets
$32.2M
Net assets
$32.2M
Active participants
475
With balances
552

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $68,399
Valmark Securities, Inc. Investment advisory (plan), Consulting fees $55,360