Baker Sterchi Cowden And Rice Llc 401 K Savings Plan
Sponsored by Baker Sterchi Cowden And Rice Llc · EIN 431265150 · Plan #002
- Total assets
- $44.3M
- Net assets
- $44.3M
- Active participants
- 196
- With balances
- 269
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (plan) | $80,316 |
| Tpp Retirement Plan Specialists | Recordkeeping | $25,445 |