Staccato 2011 401(k) Plan
Sponsored by Staccato 2011, Llc · EIN 811658369 · Plan #001 · Florence, TX
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 294
- With balances
- 178
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 |
|---|---|---|
| Titleist Asset Management, Llc CRD 323567 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Titleist Asset Management Llc | Investment advisory (plan) | $31,043 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,194 |