Shorewest Realtors, Inc. 401(k) Savings Plan
Sponsored by Shorewest Realtors, Inc. · EIN 390804706 · Plan #002
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 169
- With balances
- 267
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 |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $3,225 |