The Sheehy Organization 401(k) Savings Plan
Sponsored by Sheehy Auto Stores, Inc. · EIN 541952240 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 1,711
- With balances
- 2,364
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $256,689 |
| Cetera Investment Advisers Llc | Recordkeeping, Trustee (institutional), Other services | $57,218 |
| James A. Reichert | Recordkeeping, Trustee (institutional), Other services | $52,203 |
| Baker Tilly Us, Llp | Recordkeeping, Trustee (institutional), Other services | $13,650 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |