AUMdb

Sheehan Family Companies Employee Savings Plan

Sponsored by L. Knife & Son, Llc · EIN 991893691 · Plan #007

Total assets
$229M
Net assets
$229M
Active participants
1,358
With balances
2,269

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $174,360
Tonneson + Co Other fees $42,047
Howland Capital Management Other services, Direct payment from the plan $34,270
Seyfarth Shaw Llp Other fees $5,706