Stoneeagle, F&I, Inc. 401 K Plan
Sponsored by Stoneeagle, F&I, Inc. · EIN 833555555 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 173
- With balances
- 157
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $35,042 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $27,280 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,740 |