Spindrift Spiked is now available in select markets. Find it near you.
Spindrift Spiked is now available in select markets. Find it near you.

A Boutique Approach to Serving Businesses

Your employees are like family and we know you want the best for them. As a family business, we understand, and we’re here to support you in providing the best possible retirement plan for your employees.

Stokes Institutional serves as a 401k Fiduciary. What does that mean? We work exclusively for our business owner clients by offering:

To Plan Sponsors & Trustees:

  • Plan Governance –  Structured Processes and Coordinated Documentation
  • Fiduciary Coverage –  3(38) & 3(21) Fiduciary Services
  • Fee Transparency –  Fee Benchmarking, Overall Cost Studies
  • Provider Management –  Fee Negotiations and Service Upgrades

To Plan Participants:

  • Group Plan Education  
  • One-on-one assistance
  • Holistic Financial Wellness Assessments
  • Professionally Managed Model Portfolios

An Independent Approach
to Serving Institutional Clients