Worksmart Systems, Inc. 401(k)profit Sharing Plan And Trust
Sponsored by Worksmart Systems, Inc. · EIN 352060071 · Plan #001
- Total assets
- $328M
- Net assets
- $327M
- Active participants
- 6,062
- With balances
- 5,084
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investments | Investment advisory (participants) | $48,483 |
| John Hancock | Recordkeeping, Investment management, Sub-transfer agency fees | $9,525 |