AUMdb

Shaw Brothers Construction Profit Sharing Plan

Sponsored by Shaw Brothers Construction, Inc. · EIN 010350537 · Plan #001

Total assets
$27.2M
Net assets
$27.2M
Active participants
196
With balances
226

Plan year beginning 01/01/2024 · Profit-sharing

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
Charles Schwab & Co., Inc. Other services, Distribution (12b-1) fees, Securities brokerage commissions $2,200
Ubs Financial Services Inc Account maintenance fees, Securities brokerage commissions, Other fees $242
Morgan Stanley Smith Barney Llc Recordkeeping, Securities brokerage, Other services $0