Stepworks 401(k) Plan
Sponsored by Stepworks Recovery Centers, Llc · EIN 471447625 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 122
- With balances
- 165
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 |
|---|---|---|
| Meridian Wealth Management, Llc CRD 285853 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,661 |
| Empower Annuity Insurance Company | Recordkeeping fees | $12,963 |
| Meridian Wealth Management Llc | Investment advisory (plan) | $5,923 |
| Meridian Wealth Management, Llc | Investment advisory (plan) | $5,350 |
| Anew 401 K Tpa Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,128 |
| Empower Advisory Group, Llc | Investment management | $1,012 |
| Anew 401 K Tpa Llc | Contract administrator | $450 |