Shumaker, Loop And Kendrick Retirement Plan
Sponsored by Shumaker, Loop And Kendrick, Llp · EIN 344439491 · Plan #001
- Total assets
- $287M
- Net assets
- $287M
- Active participants
- 503
- With balances
- 584
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management, Investment management fees (direct) | $102,838 |
| Empower Annuity Ins Co Of America | Direct payment from the plan, Recordkeeping fees | $32,716 |