Employees Retirement Savings Plan
Sponsored by Staunton Capital, Inc. · EIN 561669702 · Plan #003
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 287
- With balances
- 227
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 |
|---|---|---|
| Gordon Asset Management Llc CRD 137136 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gordon Asset Management | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $18,414 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $9,556 |