AUMdb

Shipman & Goodwin Llp Profit Sharing Retirement Plan And Trust

Sponsored by Shipman & Goodwin Llp · EIN 060640174 · Plan #001

Total assets
$193M
Net assets
$193M
Active participants
236
With balances
312

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
Vanguard Group, Inc. Securities brokerage, Participant loan processing, Shareholder servicing fees $17,164