AUMdb

Stearns Financial Services, Inc. Employee Stock Ownership Plan And Trust

Sponsored by Stearns Financial Services, Inc. · EIN 411655119 · Plan #001

Total assets
$143M
Net assets
$123M
Active participants
472
With balances
527

Plan year beginning 01/01/2024 · Stock bonus

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
Principal Contract administrator, Recordkeeping, Recordkeeping fees $31,971