Step Up Suncoast, Inc. 403(b) Plan
Sponsored by Step Up Suncoast, Inc. · EIN 596208766 · Plan #004
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 205
- With balances
- 236
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $26,693 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan), Direct payment from the plan | $11,372 |
| Kb Pension Services, Inc | Contract administrator, Direct payment from the plan, Other services | $8,370 |