Saatva Retirement Plan And Trust
Sponsored by Whitestone Home Furnishings, Llc · EIN 320526953 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 338
- With balances
- 389
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Direct payment from the plan, Recordkeeping fees | $40,185 |
| Old Slip Investment Advisors | Investment advisory (plan), Direct payment from the plan | $20,887 |
| The Benefit Practice | Contract administrator, Direct payment from the plan | $15,562 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $427 |