Assets by plan
Share of aggregate retirement assets
- STELLE LLC 401(K) (#001)$30.2M
Filings through .
2 plans aggregated / $34.2M assets / 171 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MELTZER, PURTILL & STELLE LLC 401(K) PLAN | 401(k) | $30.2M | 94 | 2025 |
| #002 | MELTZER, PURTILL & STELLE CASH BALANCE PLAN | Cash balance | $4.0M | 77 | 2025 |