AUMdb

Stewart Builders, Inc. 401(k) Savings Plan

Sponsored by Stewart Builders, Inc. · EIN 760362047 · Plan #001

Total assets
$22.7M
Net assets
$22.7M
Active participants
319
With balances
285

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
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $58,237
Raymond James Fsa Inc Investment advisory (participants) $38,577
Lpl Financial Llc Rpcp Investment advisory (participants) $13,763