Shumate Mechanical Llc 401(k) Plan
Sponsored by Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll · EIN 201816844 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 567
- With balances
- 222
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 |
|---|---|---|
| Wells Fargo Clearing Services Llc | Other commissions | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$6,276 |