AUMdb

Sheffield Pharmaceuticals, Llc Retirement Plan

Sponsored by Sheffield Pharmaceuticals, Llc · EIN 061560000 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
130
With balances
117

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $19,584
Rockland Trust Co Investment advisory (plan) $9,999