AUMdb

Src Affiliated Profit Sharing 401(k) Plan

Sponsored by Stageright Corporation · EIN 382513133 · Plan #001

Total assets
$27.6M
Net assets
$27.6M
Active participants
249
With balances
291

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping $39,900
Mma Securities Llc Contract administrator, Investment advisory (plan) $35,000