Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan
Sponsored by Shapell Investment Properties · EIN 800958642 · Plan #002
- Total assets
- $42.3M
- Net assets
- $42.3M
- Active participants
- 172
- With balances
- 291
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $3,767 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Morgan Stanley | Other services, Other fees | $0 |