Shure Associates' 401(k) Savings And Profit Sharing Plan
Sponsored by Shure Incorporated · EIN 362060824 · Plan #003
- Total assets
- $440M
- Net assets
- $440M
- Active participants
- 1,172
- With balances
- 1,405
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $137,392 |
| Sage View | Investment advisory (plan) | $69,867 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $50,970 |
| Seyfarth | Legal | $34,914 |