Horner & Shifrin 401(k) Plan
Sponsored by Horner & Shifrin, Inc · EIN 430861661 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 178
- With balances
- 197
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 |
|---|---|---|
| Fiduciary Advisors, Llc CRD 104189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Advisors Inc. | Investment advisory (plan), Direct payment from the plan | $35,364 |
| Newport Group, Inc. | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $16,960 |