Stew Leonard's Management Retirement Plan
Sponsored by Stew Leonard's · EIN 060691207 · Plan #003
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 161
- With balances
- 181
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Investment management fees (indirect) | $11,700 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $7,241 |