AUMdb

Stein Fibers, Ltd. Profit Sharing Plan

Sponsored by Sfi Aip Holdings, Llc · EIN 141584173 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
172
With balances
207

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Teal Becker & Chiaramonte Accounting $12,500
Kestra Investment Services Llc Investment advisory (plan) $12,332
Strategic Pension Services, Llc Consulting (general) $9,370
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $5,637