Short Elliott Hendrickson, Inc. Profit Sharing And 401(k) Plan
Sponsored by Short Elliott Hendrickson, Inc. · EIN 411251208 · Plan #001
- Total assets
- $217M
- Net assets
- $217M
- Active participants
- 929
- With balances
- 1,192
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 |
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $56,843 |
| Intellicents Invest Solutions Inc | Investment advisory (plan) | $31,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$86,211 |