AUMdb

S.S. Steiner, Inc. Employees 401(k) Plan

Sponsored by S.S. Steiner, Inc. · EIN 131344180 · Plan #002

Total assets
$20.9M
Net assets
$20.9M
Active participants
495
With balances
297

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $37,620
Empower Life & Annuity Insurance Co Recordkeeping fees $27,529