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 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