Ivan Ware & Son Inc. 401(k) Profit Sharing Plan
Sponsored by Ivan Ware & Son Inc. · EIN 610597150 · Plan #001
- Total assets
- $32.4M
- Net assets
- $32.4M
- Active participants
- 173
- With balances
- 154
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
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 | $104,198 |
| Shepherd Financial Investment Advis | Investment advisory (plan) | $64,184 |