AUMdb

Storr Office Environments, Inc 401(k) Profit Sharing Plan

Sponsored by Storr Office Environments, Inc. · EIN 561781661 · Plan #001

Total assets
$16.7M
Net assets
$16.7M
Active participants
233
With balances
325

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
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc Investment advisory (participants), Investment advisory (plan), Investment management $26,800
First Citizens Bank & Trust Investment advisory (plan), Direct payment from the plan $25,000
Qrps, Inc Investment advisory (participants), Investment advisory (plan), Investment management $11,110