Shorts Travel Management, Inc. 401(k) Retirement Plan
Sponsored by Shorts Travel Management, Inc · EIN 420810650 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 160
- With balances
- 124
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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Llc | Investment advisory (plan) | $25,233 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,272 |