Shalom House, Inc. Retirement Savings Plan
Sponsored by Shalom House, Inc. · EIN 237119236 · Plan #002
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 209
- With balances
- 164
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Associates Inc. | Investment advisory (participants) | $23,289 |
| Voya Retirement Insurance & Annuity | Other services | $0 |