Stylecraft Builders 401(k) Plan
Sponsored by Stylecraft Builders, Inc. · EIN 742485231 · Plan #002
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 118
- With balances
- 267
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 |
|---|---|---|
| Paragon Advisors, L.L.C. CRD 143721 | deterministic · 100% | 2024 |
| Briaud Financial Planning Inc CRD 105638 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paragon Financial Advisors | Investment advisory (plan) | $54,371 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $17,185 |
| Briaud Financial Planning, Inc. | Investment advisory (plan) | $12,027 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |