Shutts & Bowen Llp 401(k) Profit Sharing Plan (A)
Sponsored by Shutts & Bowen Llp · EIN 590447122 · Plan #021
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 354
- With balances
- 424
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 |
|---|---|---|
| Sequoia Financial Advisors, L.L.C. CRD 117756 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $69,219 |
| Sequoia Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,735 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $325 |