Sherwood Design Engineers 401(k) Profit Sharing Plan
Sponsored by Sherwood Design Engineers, Ltd · EIN 201602119 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 99
- With balances
- 162
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 |
|---|---|---|
| Wilshire Associates | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $3,620 |
| Insperity Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $1,062 |