AUMdb

Stone Soup Cooperative Group Plan

Sponsored by Stone Soup, Inc. · EIN 454280291 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Admin. Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $22,802
Transamerica Financial Life Ins Recordkeeping, Participant loan processing, Investment management fees (indirect) $18,542
Rpa Financial Llc Investment advisory (plan) $1,336