AUMdb

Sherman's Place, Inc. 401(k) Plan

Sponsored by Sherman's Place, Inc. · EIN 371036925 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
111
With balances
80

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
Bam Advisor Services Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $36,306
Alerus Financial, N.A. Recordkeeping, Custodial (securities), Direct payment from the plan $15,672
Sikich Cpa Llp Accounting, Direct payment from the plan $15,200