Sheltered Wings, Inc. 401(k) Plan
Sponsored by Sheltered Wings, Inc. · EIN 391649048 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 428
- With balances
- 422
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $67,842 |
| Empower Advisory Group, Llc | Investment management | $14,399 |
| Peak Retirement Group Dba Tgb | Contract administrator | $13,550 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |