AUMdb

Stella Jones Corporation Retirement Plan

Sponsored by Stella Jones Corporation · EIN 203529371 · Plan #003

Total assets
$138M
Net assets
$138M
Active participants
2,247
With balances
2,262

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $185,157
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees $0
Adp Broker Dealer Other services, Other fees $0