AUMdb

Stiles Corporation 401(k) Plan

Sponsored by Stiles Corporation · EIN 650036314 · Plan #001

Total assets
$54.8M
Net assets
$54.8M
Active participants
322
With balances
399

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
Templeton & Company, Llp Accounting $10,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,000
Morgan Stanley Smith Barney Other commissions $0