Saxton & Stump, Llc 401(k) Profit Sharing Plan
Sponsored by Saxton & Stump, Llc · EIN 473639234 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 155
- With balances
- 214
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 |
|---|---|---|
| Applied Finance Advisors, Llc CRD 140054 | deterministic · 100% | 2024 |
| Federated Investment Management Company CRD 105138 | fuzzy_auto · 98% | 2024 |
| Fuller & Thaler Asset Management Inc CRD 107033 | fuzzy_auto · 98% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | deterministic · 100% | 2024 |
| Gqg Partners Llc CRD 283720 | deterministic · 100% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 97% | 2024 |
| Nationwide Fund Advisors CRD 109391 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fulton Bank | Recordkeeping, Custodial (securities), Investment advisory (plan) | $78,781 |
| Applied Finance Advisors Llc | Investment management, Investment management fees (indirect) | $0 |
| Federated Investment Management Com | Investment management, Investment management fees (indirect) | $0 |
| Fuller & Thaler Asset Management In | Investment management, Investment management fees (indirect) | $0 |
| Goldman Sachs Asset Management, L.P | Investment management, Investment management fees (indirect) | $0 |
| Gqg Partners Llc | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |
| Lord, Abbett & Co Llc | Investment management, Investment management fees (indirect) | $0 |
| Nationwide Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Pacific Investment Management Compa | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Associates, Inc. | Investment management, Investment management fees (indirect) | $0 |