Strand Associates, Inc. Employees Profit Sharing Trust
Sponsored by Strand Associates, Inc. · EIN 391020418 · Plan #002
- Total assets
- $190M
- Net assets
- $190M
- Active participants
- 480
- With balances
- 557
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Geneva Capital Management Llc CRD 105432 | deterministic · 100% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 99% | 2024 |
| Madison Investment Advisors, Llc CRD 110297 | deterministic · 100% | 2024 |
| Isthmus Partners, Llc CRD 171279 | deterministic · 100% | 2024 |
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Geneva Capital Management | Investment management, Direct payment from the plan | $285,148 |
| Kovitz Investment Group Partners | Investment management, Direct payment from the plan | $205,143 |
| Midwest Institutional Trust | Investment management, Custodial (securities), Direct payment from the plan | $177,809 |
| Wealth Enhancement Advisory Service | Investment management, Direct payment from the plan | $146,873 |
| Madison Investment Advisors | Investment management, Direct payment from the plan | $143,963 |
| Isthmus Partners, Llc | Investment advisory (plan), Direct payment from the plan | $88,537 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $32,550 |
| Robert W. Baird & Co., Incorporated | Investment advisory (plan), Direct payment from the plan, Custodial (securities) | $25,470 |
| Ubs Financial Services | Investment advisory (plan), Direct payment from the plan, Custodial (securities) | $11,330 |
| Godfrey & Kahn, S.C. | Legal, Direct payment from the plan | $10,859 |