The Sheakley Group Of Companies 401(k) Plan
Sponsored by The Sheakley Group, Inc. · EIN 311176227 · Plan #001
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 382
- With balances
- 501
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 |
|---|---|---|
| Octavia | Investment advisory (participants), Investment advisory (plan) | $16,107 |
| Sheakley Workforce Management | Contract administrator | $6,264 |
| Matrix | Custodial (securities), Trustee (individual) | $5,682 |