Shannondell 401(k) Plan
Sponsored by Dell Retirement Services, Inc · EIN 233082110 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 544
- With balances
- 320
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $27,993 |
| Dell Retirement Services Inc | Other fees | $17,574 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $15,051 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $160 |
| The Paragon Alliance Group Llc | Contract administrator | $0 |