Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
THE STACY GROUP, INC.
EIN 20-3334272architecture & planningLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
27
8091 N OWASSO EXPY - OWASSO, OK 74055918-272-2622stacy-group.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE STACY GROUP, INC. 401(K) P/S PLAN
401k
Assets$4.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE STACY GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$667K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE STACY GROUP, INC. 401(K) P/S PLAN | 401k | $4.7M | 14 | 2024 | |
| 002 | THE STACY GROUP, INC. CASH BALANCE PLAN | CashBalance | $667K | 13 | 2024 |
Retirement plans