Shared Operating Services 401(k) Plan
Sponsored by Shared Operating Services Llc · EIN 030378861 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 335
- With balances
- 191
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $2,138 |