AUMdb

Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 401(k) Plan

Sponsored by Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. · EIN 592126062 · Plan #002

Total assets
$137M
Net assets
$137M
Active participants
272
With balances
339

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Ingham & Company Contract administrator, Investment advisory (plan) $158,974
National Financial Service Custodial (securities) $23,437
Reliance Trust Co. Trustee (institutional) $11,470