Sherman & Howard Retirement Plan (2)
Sponsored by Sherman & Howard L.L.C. · EIN 840420314 · Plan #022
- Total assets
- $69.7M
- Net assets
- $69.7M
- Active participants
- 113
- With balances
- 154
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 |
|---|---|---|
| Apollon Wealth Management, Llc CRD 291902 | deterministic · 100% | 2024 |
| Peak Asset Management, Llc CRD 106944 | deterministic · 100% | 2024 |
| Private Capital Management, Llc CRD 169172 | deterministic · 100% | 2024 |
| Klcm Advisors, Inc. CRD 107847 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $32,987 |
| Apollon Wealth Management Llc | Investment management, Direct payment from the plan | $28,436 |
| Peak Asset Management Llc | Investment management, Direct payment from the plan | $12,315 |
| Private Capital Management Llc | Investment management, Direct payment from the plan | $8,938 |
| Klcm Advisors Inc | Investment management, Direct payment from the plan | $6,260 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $5,699 |
| J V Bruni And Company | Investment management, Direct payment from the plan | $5,191 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |