AUMdb

Sherman Bros. 401(k) Plan

Sponsored by Sherman Bros. Inc. · EIN 930459740 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
71
With balances
156

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
Scott Miller Cpa And Associates Other fees $12,500
Professional Benefit Services, Inc. Other fees $4,530
Morningstar Investment advisory (plan) $0
Voya Retirement Insurance And Annui Investment advisory (participants) $0