Shelton Energy Solutions, Llc 401(k) Plan & Trust
Sponsored by Shelton Energy Solutions, Llc · EIN 812064052 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 272
- With balances
- 226
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $40,885 |
| Lpl Financial | Recordkeeping, Trustee (institutional), Other services | $36,496 |