Stretto 401(k) Retirement Plan
Sponsored by Stretto · EIN 200447528 · Plan #001
- Total assets
- $41.3M
- Net assets
- $41.3M
- Active participants
- 314
- With balances
- 412
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $54,728 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $21,388 |