Sharon Young, Inc. 401(k) Profit Sharing Plan
Sponsored by Sharon Young, Inc. · EIN 752122740 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 116
- With balances
- 126
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 |
|---|---|---|
| Moneta Group Llc | Investment advisory (plan) | $32,703 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $18,093 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |