Shared Services 401(k) Plan
Sponsored by Shared Services, Llc · EIN 465302568 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 149
- With balances
- 158
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $57,699 |