Strawbridge Studios, Inc. Retirement Plan
Sponsored by Strawbridge Studios, Inc. · EIN 560595224 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 408
- With balances
- 396
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Coldstream Capital Management Inc CRD 108805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Coldstream Wealth Management, Llc | Investment advisory (plan), Direct payment from the plan | $61,603 |
| Pc Retirement, Llc | Contract administrator, Recordkeeping | $47,945 |
| Brinker Capital Investments, Llc | Investment management, Investment management fees (direct) | $0 |