AUMdb

Employees' Savings Plan Of Beck's Superior Hybrids, Inc.

Sponsored by Beck's Superior Hybrids, Inc. · EIN 351139823 · Plan #002

Total assets
$109M
Net assets
$109M
Active participants
1,061
With balances
1,184

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
Shepherd Financial Investment Advisory Llc CRD 288623 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $86,020
Shepherd Financial Investment Investment advisory (plan) $28,641