AUMdb

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan

Sponsored by Sheely's Furniture & Appliance Co., Inc. · EIN 340900451 · Plan #003

Total assets
$8.7M
Net assets
$8.7M
Active participants
121
With balances
112

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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $762