The Shipyard, Llc 401(k) Plan
Sponsored by The Shipyard, Llc · EIN 815192423 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 290
- With balances
- 204
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 |
|---|---|---|
| Shaffer Capital Advisers, Llc CRD 150106 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shaffer Capital Advisers, Llc | Investment advisory (participants) | $3,597 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping | $1,635 |
| Americantcs Fiduciary Services, Llc | Trustee (institutional) | $173 |