AUMdb

Steven Winter Associates, Inc. 401(k) Plan

Sponsored by Steven Winter Associates Inc. · EIN 132942763 · Plan #002

Total assets
$17.3M
Net assets
$17.3M
Active participants
125
With balances
155

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $38,830