S.H. Tevis & Son, Inc. Employees' 401 K Profit Sharing Plan
Sponsored by S.H. Tevis & Son Inc. · EIN 521484304 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 233
- With balances
- 315
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants), Investment advisory (plan) | $11,995 |
| John Hancock Life Insurance Co. Usa | Recordkeeping, Investment management, Shareholder servicing fees | $636 |