Sherman Group Retirement Plan
Sponsored by Edgewood Manor Of Wellston · EIN 822279548 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 534
- With balances
- 448
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Pension Service Inc. | Recordkeeping, Valuation, Other fees | $37,759 |
| Tps Group 3(16) Services, Llc | Plan administrator, Named fiduciary | $27,970 |
| North American Ktrade Alliance, Llc | Recordkeeping, Recordkeeping fees | $15,612 |
| Efpr Group Cpas Pllc | Accounting | $7,500 |
| Cetera Investment Advisers Llc | Investment advisory (participants) | $7,167 |