Stellant Systems, Inc. Retirement Plan
Sponsored by Stellant Systems, Inc. · EIN 912046609 · Plan #001
- Total assets
- $77.8M
- Net assets
- $77.8M
- Active participants
- 1,034
- With balances
- 1,127
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $97,894 |
| Pbmares, Llp | Accounting, Consulting (general) | $53,965 |
| Creative Planning Holdco, Llc | Consulting (general) | $40,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,746 |