Sh Group, Inc. Profit Sharing And 401(k) Plan
Sponsored by Sh Group, Inc. · EIN 421687433 · Plan #003
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 548
- With balances
- 866
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $50,341 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $34,717 |
| Raymond James And Associates, Inc. | Investment advisory (plan) | $25,000 |