Much Shelist Profit Sharing Plan And Trust
Sponsored by Much Shelist, P.C. · EIN 362757501 · Plan #005
- Total assets
- $60.2M
- Net assets
- $60.2M
- Active participants
- 159
- With balances
- 178
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mesirow Financial | Investment advisory (plan) | $79,253 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,418 |
| Creative Planning Llc | Investment advisory (plan) | $6,667 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,648 |