Sherrill House, Inc. 403(b) Retirement Plan
Sponsored by Sherrill House, Inc · EIN 042104321 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 216
- With balances
- 190
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,115 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $17,596 |