Steadfast 401(k) Plan
Sponsored by Steadfast Investment Properties, Inc. · EIN 202114294 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 121
- With balances
- 327
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | 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) | $133,840 |
| Kestra Advisory Services Llc | Investment advisory (plan), Investment management fees (direct) | $31,137 |
| Kestra Investment Services Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |