Jim Shorkey Family Auto Group 401(k) Plan
Sponsored by Shorkey Group Management, Llc · EIN 474382322 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 936
- With balances
- 1,084
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 |
|---|---|---|
| Nationwide | Investment advisory (participants) | $35,954 |
| Lpl Financial Sms Service Provide | Investment advisory (participants) | $25,728 |
| Dunbar, Bender & Zapf, Inc. | Contract administrator | $22,918 |
| Lpl Financial Corporate 3(38) | Investment advisory (plan) | $15,462 |
| Proaccount | Investment advisory (participants) | $10,924 |