Shaddock Companies 401(k) Plan
Sponsored by Willow Bend Mortgage Company, Llc · EIN 752511480 · Plan #001
- Total assets
- $54.7M
- Net assets
- $54.7M
- Active participants
- 1,417
- With balances
- 1,667
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 |
|---|---|---|
| Cfo4 Life Group, Llc CRD 287600 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $138,547 |
| Cfo4 Life Group Llc | Investment advisory (plan) | $115,246 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $29,747 |
| Cohnreznick Llp | Accounting | $16,800 |