The 300 Stewart Avenue Corporation 401(k) Plan
Sponsored by 300 Stewart Avenue Corporation. · EIN 260541486 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 166
- With balances
- 164
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors Llc | Investment advisory (plan) | $9,433 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,788 |