Stewart Efi 401(k) Plan
Sponsored by Stewart Efi · EIN 710918038 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 154
- With balances
- 182
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
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 | $4,470 |
| Northwestern Mutual Investment Serv | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |