Office Star Products 401(k) Plan
Sponsored by Blumenthal Distributing, Inc. · EIN 953887135 · Plan #002
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 126
- With balances
- 111
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $58,963 |
| Sageview Advisory Group | Investment advisory (plan), Other fees | $0 |