AUMdb

Shamir Insight, Inc. 401(k) Plan

Sponsored by Shamir Insight, Inc. · EIN 954484968 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
79
With balances
116

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
Equitable Recordkeeping, Trustee (directed), Investment management $51,950

Filing history

Plan year Assets Participants Source
01/01/2024 $12.4M 79 ack 20251010105003NAL0004157939001
01/01/2020 $8.8M 74 ack 20251202122748NAL0024215890001