The Shurtape Technologies Profit Sharing And Retirement Savings Plan
Sponsored by Shurtape Technologies Llc · EIN 561941023 · Plan #001
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 1,406
- With balances
- 1,744
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Float revenue | $153,549 |
| Captrust Financial Advisors | Consulting fees | $54,025 |
| Troutman Sanders Llp | Consulting fees | $18,391 |
| Forvis | Accounting | $10,500 |