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 is a fiduciary to local businesses on retirement plan offerings with an emphasis on hands-on service, operational precision, cost efficiency, and employee education.

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

Client Testimonials

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Frischhertz Electric