AUMdb

Sturm Financial Group 401(k) Profit Sharing Plan

Sponsored by Sturm Financial Group Inc. · EIN 841564498 · Plan #001

Total assets
$49.7M
Net assets
$49.7M
Active participants
533
With balances
762

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
Voya Retirement Insurance & Annuity Recordkeeping fees $32,694