Shutts & Bowen, Llp 401(k) Profit Sharing Plan (B)
Sponsored by Shutts & Bowen Llp · EIN 590447122 · Plan #022
- Total assets
- $45.5M
- Net assets
- $45.5M
- Active participants
- 196
- With balances
- 236
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $33,200 |