The Sheltering Arms Safe Harbor 401(k) Profit Sharing Plan
Sponsored by The Sheltering Arms · EIN 580566236 · Plan #003
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 335
- With balances
- 178
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $32,433 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,251 |
| Northwestern Mutual Investment Serv | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |