Kass Shuler, P.A. 401(k) Profit Sharing Plan
Sponsored by Kass Shuler, P.A. · EIN 592978197 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 92
- With balances
- 109
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 |
|---|---|---|
| Northwestern Mutual Advisors | Investment advisory (plan) | $34,262 |
| John Hancock | Recordkeeping, Investment advisory (plan), Recordkeeping fees | $24,520 |