Stein Eriksen Lodge 401(k) Retirement Savings Plan
Sponsored by Stein Eriksen Lodge · EIN 870404661 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 458
- With balances
- 692
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $73,518 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $25,240 |
| Kestra Investment Services Llc | Other commissions | $0 |