S Tec Group, Inc. 401 K Employee Stock Ownership Plan
Sponsored by S Tec Group Inc · EIN 351071237 · Plan #002
- Total assets
- $42.1M
- Net assets
- $42.1M
- Active participants
- 130
- With balances
- 233
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 95% | 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 | $59,924 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $17,493 |
| Wealth Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $12,495 |
| Crowe | Accounting, Actuarial, Direct payment from the plan | $10,848 |
| Comstock Advisors | Valuation, Direct payment from the plan | $10,836 |