Schellman Compliance, Llc. 401(k) Profit Sharing Plan
Sponsored by Schellman Compliance, Llc · EIN 872465686 · Plan #001
- Total assets
- $83.2M
- Net assets
- $83.2M
- Active participants
- 518
- With balances
- 617
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment advisory (participants), Float revenue | $68,995 |
| Cap Financial Partners, Llc. | Investment advisory (plan) | $41,827 |
| American Pension Services | Contract administrator | $10,478 |