Contegix 401(k) Plan
Sponsored by Stratus Midco, Inc. · EIN 814307567 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 87
- With balances
- 108
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 |
|---|---|---|
| Correct Capital Wealth Management, Llc CRD 298774 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $36,551 |
| Correct Capital Wealth Management L | Investment advisory (plan), Other fees | $0 |