AUMdb

Anastasia Beverly Hills Llc 401(k) Plan

Sponsored by Anastasia Beverly Hills, Llc · EIN 954729468 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
208
With balances
213

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
Independent Financial Group, Llc CRD 7717 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $66,248
Independent Financial Group, Llc Investment advisory (plan), Consulting fees $13,180