Shartsis Friese Llp Profit Sharing/401(k) Plan
Sponsored by Shartsis Friese Llp · EIN 942288901 · Plan #009
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 115
- With balances
- 141
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Silicon Valley Accountancy | Accounting | $10,800 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Securities brokerage | $1,110 |