Shp 401(k) Retirement Plan
Sponsored by Steed Hammond Paul, Inc. · EIN 310997825 · Plan #001
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 109
- With balances
- 136
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 |
|---|---|---|
| Johnson Investment Counsel, Inc. CRD 117054 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $72,277 |
| Johnson Investments | Investment advisory (plan), Other fees | $0 |
| Scrogginsgrear Inc | Other services, Other fees | $0 |