Southwest Shipyard L.P. 401(k) Savings And Retirement Plan
Sponsored by Southwest Shipyard, L.P. · EIN 760515702 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 380
- With balances
- 374
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $18,008 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $8,609 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $6,494 |