AUMdb

Stg Design Profit Sharing 401(k) Plan

Sponsored by Susman, Tisdale, Gayle Architects, Dba Stg Design, Inc. · EIN 742112965 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
80
With balances
129

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
Retirement Plan Fiduciaries, Llc CRD 161137 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Retirement Plan Fiduciaries Investment advisory (plan), Direct payment from the plan $30,925
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $24,398
Peggy S. Edge, Cpa, Llc Accounting, Direct payment from the plan $8,000