Shermco Industries, Inc. 401(k) Plan
Sponsored by Shermco Industries, Inc. · EIN 751441394 · Plan #001
- Total assets
- $77.2M
- Net assets
- $77.2M
- Active participants
- 1,083
- With balances
- 860
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $112,989 |
| Creative Planning Holdco, Llc | Investment management, Direct payment from the plan | $82,207 |