Wm. A. Straub, Inc. 401(k) Plan
Sponsored by Wm. A. Straub, Inc. · EIN 430619411 · Plan #003
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 315
- With balances
- 135
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 |
|---|---|---|
| Archford Capital Strategies, Llc CRD 164482 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Financial Group | Contract administrator, Participant loan processing, Direct payment from the plan | $50,737 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $2,250 |
| Archford Capital Strategies Llc | Investment advisory (plan), Other fees | $0 |