Shelter, Inc. Employee Retirement 403(b) Plan
Sponsored by Shelter, Inc. · EIN 680117241 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 117
- With balances
- 144
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Central Administrative Services Inc | Contract administrator, Other services, Direct payment from the plan | $14,127 |
| Osaic Wealth Inc. | Investment advisory (plan), Direct payment from the plan | $9,052 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $7,697 |