AUMdb

Sheridan Ross P.C. 401(k) Profit Sharing Plan

Sponsored by Sheridan Ross P.C. · EIN 841103115 · Plan #002

Total assets
—
Net assets
—
Active participants
44
With balances
64

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fid Inv Inst Ops Participant loan processing, Recordkeeping fees, Account maintenance fees $3,164