Sheltair Resources 401(k) Plan
Sponsored by Sheltair Resources, Llc · EIN 872008138 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 431
- With balances
- 709
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Warren Averett Benefit Consultants | Contract administrator | $71,523 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $54,022 |
| Empower Advisory Group Llc | Investment management | $41,639 |
| Fifth Third Bank | Investment advisory (plan) | $19,052 |