AUMdb

The Savings And Profit Sharing Plan For Employees Of Shelter Insurance Companies

Sponsored by Shelter Mutual Insurance Company · EIN 430613000 · Plan #001

Total assets
$695M
Net assets
$695M
Active participants
2,184
With balances
3,197

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
John Hancock Retirement Plan Srvcs Recordkeeping, Participant loan processing, Float revenue $47,835