Shively Bros., Inc. Profit Sharing Plan
Sponsored by Shively Bros., Inc. · EIN 381334301 · Plan #003
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 256
- With balances
- 194
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 |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $42,805 |