Shepherd Electric Company Inc. 401(k) And Profit Sharing Plan
Sponsored by Shepherd Electric Co., Inc. · EIN 520482550 · Plan #001
- Total assets
- $44.3M
- Net assets
- $44.3M
- Active participants
- 384
- With balances
- 280
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 |
|---|---|---|
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brown Advisory Llc | Investment advisory (plan) | $80,776 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$54,641 |