AUMdb

Shur Co, Llc 401(k) Plan

Sponsored by Shur Co, Llc · EIN 274029187 · Plan #001 · Yankton, SD

Total assets
$21.7M
Net assets
$21.7M
Active participants
400
With balances
486

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
Visionpoint Advisory Group Investment advisory (plan) $36,041
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $17,757