AUMdb

Elwood Staffing Services, Inc. 401(k) Retirement Plan

Sponsored by Elwood Staffing Services, Inc. · EIN 351984435 · Plan #001 · Columbus, IN

Total assets
$35.0M
Net assets
$35.0M
Active participants
13,000
With balances
1,209

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Shepherd Financial Investment Advisory Llc CRD 288623 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $77,439
Shepherd Financial Investment Investment advisory (plan) $36,000