Sherman & Howard Retirement Plan (1)
Sponsored by Sherman & Howard L.L.C. · EIN 840420314 · Plan #001
- Total assets
- $58.4M
- Net assets
- $58.4M
- Active participants
- 118
- With balances
- 143
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $27,448 |
| Apollon Wealth Management Llc | Investment management, Direct payment from the plan | $6,845 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |