Stellar Innovations & Solution 401(k) Profit Sharing Plan And Trust
Sponsored by Stellar Innovations & Solution · EIN 264405005 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 174
- With balances
- 132
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 |
|---|---|---|
| Rightwealth Advisors, Llc CRD 300656 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $49,522 |
| Benefit Plans Plus Llc | Contract administrator, Other services, Direct payment from the plan | $4,389 |
| Rightwealth Advisors Llc | Investment advisory (plan), Other fees | $0 |