Pelton Shepherd Industries 401(k) Profit Sharing Plan & Trust
Sponsored by Pelton Shepherd Industries · EIN 941551414 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 152
- With balances
- 264
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 |
|---|---|---|
| John Hancock Life Insurance Co | Recordkeeping | $13,557 |
| Paychex, Inc | Recordkeeping | $6,638 |