AUMdb

Shop Architects 401(k) Plan

Sponsored by Shop Architects, Inc · EIN 134198194 · Plan #002

Total assets
$11.5M
Net assets
$11.5M
Active participants
106
With balances
148

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
Bks Financial Investments Llc Consulting (pension), Investment advisory (participants), Investment advisory (plan) $20,749
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $15,028
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $4,912