J. F. Shea Company, Inc. Retirement Savings Plan
Sponsored by J. F. Shea Company, Inc. · EIN 941530032 · Plan #333
- Total assets
- $483M
- Net assets
- $483M
- Active participants
- 1,919
- With balances
- 2,612
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $228,182 |
| Mercer (Us) Inc Mercer Investments | Investment advisory (plan) | $51,600 |
| Hedman Partners Llp | Accounting | $26,039 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Securities brokerage commissions, Securities brokerage | $1,439 |