AUMdb

The Shade Store, Llc 401(k) Plan

Sponsored by The Shade Store, Llc · EIN 202342010 · Plan #001

Total assets
$41.4M
Net assets
$41.4M
Active participants
1,506
With balances
1,040

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 Investment advisory (participants) $45,000
Pasi, Llc Plan administrator, Recordkeeping $24,430
John Hancock Life Insurance Company Recordkeeping $15,594