AUMdb

Stack Construction Technologies 401(k) Plan

Sponsored by Stack Construction Technologies Inc · EIN 823692025 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
95
With balances
132

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
Legacy Financial Advisors Corporation CRD 115384 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Legacy Financial Advisors, Inc. Investment advisory (plan) $10,022
Empower Advisory Group, Llc Recordkeeping fees $6,396