Shinhan Bank America 401(k) Profit Sharing Plan & Trust
Sponsored by Shinhan Bank America · EIN 133581762 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 217
- With balances
- 393
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 |
|---|---|---|
| Mcdonald Financial Services, Llc CRD 282899 | deterministic · 100% | 2024 |
| Snowden Capital Advisors Llc CRD 157299 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Recordkeeping fees, Other fees | $36,850 |
| Invista Advisors | Investment management, Shareholder servicing fees | $32,984 |
| Snowden Capital Advisors Llc | Investment management, Shareholder servicing fees | $21,981 |
| Nationwide | Recordkeeping | $2,082 |
| Nationwide Retirement Plans | Recordkeeping | $768 |
| Proaccount | Investment advisory (participants) | $600 |