Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401 K & Profit Sharing Plan
Sponsored by Starkweather & Shepley Insurance Brokerage, Inc. · EIN 050222530 · Plan #001
- Total assets
- $84.8M
- Net assets
- $84.8M
- Active participants
- 324
- With balances
- 378
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $60,336 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $29,692 |
| Sansiveri Kimball And Co. Llp | Accounting, Direct payment from the plan | $16,500 |