Sherwood Management Co., Inc. & Associated 401(k) Profit Sharing Plan
Sponsored by Sherwood Management Co., Inc. · EIN 951948904 · Plan #001
- Total assets
- $24.6M
- Net assets
- $24.6M
- Active participants
- 570
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Embree Financial Group CRD 108233 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Embree Financial Group | Investment advisory (plan) | $43,518 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $37,293 |