AUMdb

Stokes Hodges 401(k) Plan

Sponsored by S & H Motors, Inc. · EIN 581811326 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
172
With balances
192

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $20,300
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Consulting fees $10,165